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trust distributions 65-day rule
Jared Ong

Trustees: Save on Taxes with the Trust Distributions 65-Day Rule

Have you ever wished for the benefit of hindsight when preparing to file taxes?  For fiduciaries, taxes can be especially tricky, because there may be

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Jared Ong January 18, 2023
Estate_plan
Jared Ong

Estate Plan: Protect Your Loved Ones and Your Legacy

Even in the wake of a global pandemic Americans are not convinced estate planning is necessary. According to a report from Caring.com, only 33% of

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Jared Ong December 21, 2022
Tax loss harvesting
Jared Ong

Tax Loss Harvesting for the Fiduciary: Pros and Cons

It has been a tough year for the bond and stock market with both the aggregate bond market and S&P 500 down. Although no one

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Jared Ong November 29, 2022
Uniform Principal and income act
Jared Ong

Uniform Principal and Income Act vs. Uniform Prudent Investor Act

Fiduciaries handle an immense amount of duties and responsibilities related to the trusts they oversee. Arguably one of the most important responsibilities is complying with

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Jared Ong November 23, 2022
Investable_assets
Jeremy Lau

8 Common Pitfalls of Investable Assets for Successor Trustees

It’s not uncommon for investors, including fiduciaries, to not have a full picture of what is held in their or their client’s investment portfolio. As

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Jeremy Lau November 11, 2022
Protecting_the_trustee_from_investment_related_litigation
Kerrie Lloyd, ChSNC®

Protecting the Trustee from Investment Related Litigation

Fiduciaries of all types are under scrutiny for implementing practices that are in the best interest of beneficiaries of the trust they manage. Liability can

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Kerrie Lloyd, ChSNC® September 16, 2022
financial_conservatorship
Jared Ong

Financial Conservatorships: Managing Conservatee Assets

Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at

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Jared Ong September 7, 2022
power_of_attorney_vs_trustee
Kerrie Lloyd, ChSNC®

Power of Attorney vs Trustee: What’s the Difference?

When it comes to estate planning there are terms and titles that people often use interchangeably. Power of attorney, executor, trustee, and beneficiary are just

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Kerrie Lloyd, ChSNC® September 2, 2022
Locating and marshaling assets
Jared Ong

4 Tips for Locating and Marshaling Assets When Administering a Trust

Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.

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Jared Ong August 19, 2022
Successor Trustee
Kerrie Lloyd, ChSNC®

Why Naming Successor Trustee is Equally as Important as Naming Trustee

If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,

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Kerrie Lloyd, ChSNC® July 29, 2022
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