The Prudent Perspective – Q1 2021

Normal is an illusion.What is normal for the spider is chaos for the fly. Morticia Addams Changes in the Patterns The concept of normality is

Types of Trustees

3 Primary Types of Trustees to Consider

As you organize your trust to protect, manage, and distribute your assets, you will invariably need to appoint a trustee to oversee its administration. In some cases,

Role of a trustee

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

Prudent Perspective – Q4 2020

“It is during our darkest moments that we must focus to see the light.” – Aristotle In May of this year, the New York Times

Prudent Perspective – Q3 2020

“Every now and then it helps to be a little deaf” – Ruth Bader Ginsburg On March 4, 1933, Franklin D. Roosevelt was sworn in

Prudent Perspective – Q1 2020

All of us, at some time or other, need help. Whether we’re giving or receiving help, each one of us has something valuable to bring

Prudent Perspective – Q4 2019

“Well, I’ve been ‘fraid of changin’ ‘cause I’ve built my life around you. But time makes you bolder, even children get older. And I’m gettin’

Prudent Perspective – Q3 2019

“Fear is a force that sharpens your senses. Being afraid is a state of paralysis in which you can’t do anything.” – Marcus Luttrell Overview