Should a Trust Be Part of Your Estate Plan?
A trust allows you to be very specific about how, when, and to whom your assets are distributed. Several different types of trusts can be...
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Basepoint Wealth
- Sep 20, 2022
- 4 min
The Benefits of a Living Inheritance
The support of a trusted advisor, attorney, or CPA can help outline how you would like to execute your legacy for loved ones and causes...
118 views
Basepoint Wealth
- Nov 30, 2021
- 4 min
Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
8 views
Basepoint Wealth
- Oct 25, 2021
- 4 min
Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
23 views
The Seven Group
- Oct 14, 2021
- 6 min
Safeguarding and Passing On Your Digital Assets
As crypto becomes a more significant part of the financial picture, it’s important to understand differences in the process for transfers.
31 views
Basepoint Wealth
- May 23, 2021
- 3 min
Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
12 views
Basepoint Wealth
- Jul 9, 2020
- 4 min
Understanding Life Insurance
A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
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