Estate

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...

32 views

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...

87 views

Estate Planning for Digital Assets

While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.

8 views

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.

22 views

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

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

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.

5 views