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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...

Basepoint Wealth
Oct 24, 20225 min read
44 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...

Basepoint Wealth
Sep 20, 20224 min read
167 views


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...

Basepoint Wealth
Dec 29, 20214 min read
13 views


Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.

Basepoint Wealth
Nov 30, 20214 min read
10 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.

The Seven Group
Oct 15, 20216 min read
33 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

Basepoint Wealth
May 24, 20213 min read
18 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.

Basepoint Wealth
Jul 10, 20204 min read
11 views
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