The Basics of Reading and Interpreting a Trust DocumentThe Basics of Reading and Interpreting a Trust Document

The Basics of Reading and Interpreting a Trust Document

8 months ago

As a new family trustee, one of the most important tasks you will have is reading and interpreting the trust…

The Prudent Perspective – April 2024The Prudent Perspective – April 2024

The Prudent Perspective – April 2024

9 months ago

During the five-month period from November to March, the S&P rose 24%, reflecting confidence that inflation was finally on the…

Tax Season Made Easy: Tax Document ChecklistTax Season Made Easy: Tax Document Checklist

Tax Season Made Easy: Tax Document Checklist

9 months ago

Nothing can trigger an intense emotional response quite like tax season. Whether you’re filing your taxes yourself or seeking assistance…

Maximizing Wealth Transfer: The Power of See Through TrustsMaximizing Wealth Transfer: The Power of See Through Trusts

Maximizing Wealth Transfer: The Power of See Through Trusts

9 months ago

When it comes to transferring wealth to future generations, one of the most effective and secure options is a See…

Penalty Changes to SSA’s In Kind Support and Maintenance ProgramPenalty Changes to SSA’s In Kind Support and Maintenance Program

Penalty Changes to SSA’s In Kind Support and Maintenance Program

10 months ago

During an insightful presentation at the Special Needs Planning Symposium, Special Needs Planning Advocate and Attorney Kevin Urbatsch shared positive…

Special Needs Planning: Breaking Down California’s Public ProgramsSpecial Needs Planning: Breaking Down California’s Public Programs

Special Needs Planning: Breaking Down California’s Public Programs

10 months ago

If you are the parent or guardian of an individual with special needs, it’s time to begin planning their financial…

Social Security Cost-of-Living Adjustments for 2024Social Security Cost-of-Living Adjustments for 2024

Social Security Cost-of-Living Adjustments for 2024

11 months ago

Have you noticed a slight increase in your Social Security benefits lately? Starting January 2024, more than 71 million Americans…

Decoding the Uniform Prudent Investor Act (UPIA)Decoding the Uniform Prudent Investor Act (UPIA)

Decoding the Uniform Prudent Investor Act (UPIA)

12 months ago

What is the Prudent Investor Act? Unless you are working within the finance industry, most individuals invest for themselves or…

The Prudent Perspective – Q4 2023The Prudent Perspective – Q4 2023

The Prudent Perspective – Q4 2023

1 year ago

The stock market is hitting new all-time highs on the expectation of rate cuts in 2024, yet reflationary factors may…

Client-Fiduciary Relationship: Building Effective Communication StrategiesClient-Fiduciary Relationship: Building Effective Communication Strategies

Client-Fiduciary Relationship: Building Effective Communication Strategies

1 year ago

As a fiduciary, one of the most crucial aspects of your role is establishing and maintaining effective communication with your…