Secure Your Legacy: 7 Compelling Reasons to Set Up a Trust
As a prudent investor, you understand the importance of making wise financial decisions to protect your assets and secure your legacy. One of the most
Kellie CollierJuly 24, 2024
Read More »
The Basics of Reading and Interpreting a Trust Document
As a new family trustee, one of the most important tasks you will have is reading and interpreting the trust document. This document is your
Jeremy LauMay 29, 2024
Maximizing Wealth Transfer: The Power of See Through Trusts
When it comes to transferring wealth to future generations, one of the most effective and secure options is a See Through Trust. A See Through
Jared OngApril 23, 2024
Decoding the Uniform Prudent Investor Act (UPIA)
What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or for their families, usually with
Jared OngJanuary 24, 2024
Caring for Mom and Dad: Managing Parents Finances
As our loved ones age, it becomes increasingly clear that beyond their physical and emotional needs, the financial needs of our parents become a priority.
Kellie CollierNovember 17, 2023
How the Corporate Transparency Act Impacts Your Role as Fiduciary
As a professional fiduciary, it is crucial to stay up-to-date with legislative changes that impact your role and the way you conduct business. The recently
Jared OngNovember 8, 2023
Reminder, Charities Can be a Remainder Beneficiary
When creating an estate plan, many individuals wish to leave a lasting impact. For some, that means leaving behind assets that will establish a long
Kellie CollierOctober 25, 2023
Trust and Estate Litigation: Why Hiring an Expert Witness is a Game-Changer
Expert witnesses play a crucial role in helping the court make informed decisions in litigious cases. In fact, an expert witness’ testimony can significantly impact
Kellie CollierSeptember 27, 2023
Beginners Guide to Marshaling Annuity Assets
Families, fiduciaries, guardians or conservators who are marshaling annuity assets may be unsure where to start. As there are various types of annuities and many
Jared OngMay 26, 2023
The Golden Rule for Avoiding Probate
What’s the golden rule for avoiding probate? Create a plan. While that recommendation sounds both simple and nondescript, the truth is that an overarching plan
Jeremy LauMay 24, 2023