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    Organize Your 2022 Finance Picture Through A Fresh Lens
    Basepoint Wealth
    • Dec 29, 2021
    • 4 min
    Personal Finance

    Organize Your 2022 Finance Picture Through A Fresh Lens

    No matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
    10 views
    Estate Planning for Digital Assets
    Basepoint Wealth
    • Nov 30, 2021
    • 4 min
    Estate

    Estate Planning for Digital Assets

    While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
    5 views
    Safeguarding and Passing On Your Digital Assets
    The Seven Group
    • Oct 15, 2021
    • 6 min
    Estate

    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.
    27 views
    Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
    Basepoint Wealth
    • May 24, 2021
    • 3 min
    Philanthropy

    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
    7 views
    Understanding Life Insurance
    Basepoint Wealth
    • Jul 10, 2020
    • 4 min
    Insurance

    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.
    4 views

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