Why Naming Successor Trustee is Equally as Important as Naming Trustee
July 29, 2022
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,
The Prudent Perspective – Q2 2022
July 19, 2022
In sports, match momentum is tracked not by the current score, but team managers track the number of shots on goal and time of possession, on-base percentage and walks/hits per innings pitched, rebounds and turnovers.
Financial Planning for Women: 5 Unique Differences
July 15, 2022
When considering the title of this article, your first thought might be “investing is investing”. However true that may be, it is also important to
7 Ways to Start Developing Healthy Financial Habits
July 8, 2022
Developing a healthy habit doesn’t happen overnight. Experts estimate it can take anywhere between 18 to 254 days to form a new habit and implement
6 Must Know People as a New Family Trustee
June 29, 2022
Protecting your family’s legacy through a family trust is an essential part of estate planning. No matter which type of trust you choose, selecting the
How Trustees Can Plan for Crypto Assets in Estate Administration
June 10, 2022
In January 2009, Hal Finney received the very first crypto asset transaction from bitcoin’s mysterious creator, Satoshi Nakamoto. Finney was a master cryptographer and had
What is an ABLE Account?
May 26, 2022
Achieving a Better Life Experience, or more simply titled ABLE, and the ABLE Act offer a tax benefit specifically designed for savings and investment plans for special needs individuals.
ETFs vs. Mutual Funds | Pros and Cons for Trustees
May 20, 2022
The other day, I started playing Trivial Pursuit with my daughter. I normally like to try and answer my weakest category first. For me that’d
What is the Best Retirement Account for Me?
May 18, 2022
If you haven’t yet considered your financial future, now is the time. Ideally, you should begin preparing for retirement as soon as you start earning
How the Elon Musk Twitter Takeover Impacts Investors
April 29, 2022
Updated on November 2, 2022 for relevance. The Elon Musk Twitter saga continues. As the world’s richest man secured the purchase of the roughly $43
What’s the Difference: Revocable vs Irrevocable Trust
April 18, 2022
When beginning the estate planning process, consider the pros and cons of a revocable vs. irrevocable trust, like tax benefits and trustee control.
Financial Planning: Preparing for Retirement
April 8, 2022
When preparing for retirement it’s best to diversify your investments and have clear transparency into your current financial situation.