Financial Conservatorships: Managing Conservatee Assets
September 7, 2022
Whenever my five-year old finds coins on the ground, he gets really excited. He’ll pick up that penny or a quarter and exclaim, “Look at
Power of Attorney vs Trustee: What’s the Difference?
September 2, 2022
When it comes to estate planning there are terms and titles that people often use interchangeably. Power of attorney, executor, trustee, and beneficiary are just
Investing in Robinhood: Beneficiary Support Now Included
August 24, 2022
Free-trading apps, such as Robinhood, have attracted massive user bases with their limited fees, mobile-based trading, and other flexible features that improve consumer access to investing tools and platforms.
4 Tips for Locating and Marshaling Assets When Administering a Trust
August 19, 2022
Regardless if you are an experienced fiduciary functioning as conservator, an executor working to close a family member’s estate, or a new trustee for a close friend’s trust, the process of locating and marshaling assets can be challenging.
How Fee-Only Financial Advisors Differ From Fee-Based
August 10, 2022
Let’s assume you’re in the market to partner with a financial advisor. Finding a good financial advisor who successfully meets your financial needs.
Why Naming Successor Trustee is Equally as Important as Naming Trustee
July 29, 2022
If you are in the process of estate planning, naming a trustee and successor trustee is a critical piece of the puzzle. In their role,
The Prudent Perspective – Q2 2022
July 19, 2022
In sports, match momentum is tracked not by the current score, but team managers track the number of shots on goal and time of possession, on-base percentage and walks/hits per innings pitched, rebounds and turnovers.
Financial Planning for Women: 5 Unique Differences
July 15, 2022
When considering the title of this article, your first thought might be “investing is investing”. However true that may be, it is also important to
7 Ways to Start Developing Healthy Financial Habits
July 8, 2022
Developing a healthy habit doesn’t happen overnight. Experts estimate it can take anywhere between 18 to 254 days to form a new habit and implement
6 Must Know People as a New Family Trustee
June 29, 2022
Protecting your family’s legacy through a family trust is an essential part of estate planning. No matter which type of trust you choose, selecting the
How Trustees Can Plan for Crypto Assets in Estate Administration
June 10, 2022
In January 2009, Hal Finney received the very first crypto asset transaction from bitcoin’s mysterious creator, Satoshi Nakamoto. Finney was a master cryptographer and had
What is an ABLE Account?
May 26, 2022
Achieving a Better Life Experience, or more simply titled ABLE, and the ABLE Act offer a tax benefit specifically designed for savings and investment plans for special needs individuals.