Caring for Mom and Dad: Managing Parents Finances

6 months ago

As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of…

How the Corporate Transparency Act Impacts Your Role as Fiduciary

6 months ago

As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way…

Reminder, Charities Can be a Remainder Beneficiary

6 months ago

When creating an estate plan, many individuals wish to leave a lasting impact. For some, that means leaving behind assets…

Secure 2.0 Act: RMD Changes You Need to Know

7 months ago

In 2022, Congress passed a sweeping $1.7 trillion bipartisan bill to improve retirement for millions of Americans. The Secure 2.0…

The Prudent Perspective – Q3 2023

7 months ago

In 2014, just before leaving the Federal Reserve, Chairman Ben Bernanke responded to a question about how confident he was…

Trust and Estate Litigation: Why Hiring an Expert Witness is a Game-Changer

7 months ago

Expert witnesses play a crucial role in helping the court make informed decisions in litigious cases. In fact, an expert…

Resolving Guardianship Disputes Through Mediation

8 months ago

Guardianship disputes can happen for many reasons. Whether they arise from family conflict, neglect concerns, or differing opinions on the…

Losing a Partner: 8 Financial Planning Tips for Widows

8 months ago

Losing a partner is one of the most devastating life experiences. Early into the grieving process, many spouses and life…

Navigating Market Volatility: Tips for Talking to the Beneficiary

9 months ago

It’s no secret that the United States economic outlook has been bleak. In the last three years, inflation rose from…

The Prudent Perspective – Q2 2023

9 months ago

Deep down below the surface of the average conscience a still, small voice says to us, something is out of…

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