Special needs trust and able account
Jeremy Lau

Harmonizing Your Special Needs Trust and ABLE Account

When special needs individuals are dependent on a combination of public benefits and financial support from family members or caregivers, their parents or guardians are often encouraged to open ABLE accounts or special needs trusts (SNTs).

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Prudent Perspective July 2021
Jeremy Lau

The Prudent Perspective – Q2 2021

After closing the first half of 2021, we are beginning to get a glimpse of some of the unintended consequences that may lie ahead following the unprecedented measures taken to address a once-in-a-century pandemic.

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Nguyen Vu - Cybersecurity
Nguyen Vu

Cybersecurity Tips: Online Financial Accounts

With global cybercrime projected to cost individuals and businesses as much as $10.5 trillion per year by 2025, cybersecurity concerns aren’t going anywhere. Your best defense is personal vigilance when it comes to your own online behavior.

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Role of a trustee
Jared Ong

What Is the Role of a Trustee?

When you establish a trust to hold and manage assets from your estate, that trust requires a trustee to assume fiduciary responsibilities. Estate holders may

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