The Critical Task of Selecting a Trustee

The Critical Task of Selecting a Trustee

Trustees have a fiduciary duty to your trust, and they are responsible for finding high quality tax, investment, accounting, and legal expertise.  To make a wise selection of trustee, it is critical to understand trustee responsibilities, important characteristics for...
10 Predictions for the Next 10 Years

10 Predictions for the Next 10 Years

Photo by railwayfx “The future ain’t what it used to be.” − Yogi Berra, Baseball Hall of Fame Catcher & Manager The 2010s represented the longest-ever period of sustained, uninterrupted economic growth and associated market gains. With shrinking unemployment,...
The Basics of Estate Planning

The Basics of Estate Planning

Photo by woodsy Estate  planning  matters;  you  want  to  ensure that, after your death, your hard-earned assets are distributed to the people or organizations about which you care in an efficient, inexpensive, and tax-advantageous manner. Proper estate planning adds...
The Navigator – Disability Insurance

The Navigator – Disability Insurance

Photo by richardlyons Disability insurance is a powerful but often overlooked risk management tool. Most Americans focus on auto and home insurance to protect what they consider to be their most valuable assets. However, for most individuals, future potential earnings...