You Don’t Need to Be Rich: 6 Reasons Why a Trust Fund is for Anyone

Trusts

Most of us, when we hear the words “trust fund”, we roll our eyes—but should we? Hollywood soap operas have for decades portrayed trust funds as a haven for only the children of the wealthiest families. You’ll be happy to know that the reality is far different from...

It’s Time You Got an Agent

Estate Planning

You need an agent. No matter the nature of your unique talent and whether or not you have a particularly telegenic personality, your agent will be there to protect your interests and desires even after you’ve passed. What, did you think I meant the Hollywood type?...

Getting Estate Planning Off Your To-Do List

Estate Planning for Families

I will admit it: sometimes, it’s hard to follow through on all our good intentions. Whether you pick up a nice slice of cake on a tough day, guiltily savor a fizzy, sugary soda, or have to drop a coin in the curse jar, forgive yourself and don’t let the indiscretion...

Your Children are Your Greatest Treasure

Families with Children

Over the course of this summer, you’ve undoubtedly gone through a small fortune in band-aids  patching up the countless bumps, scrapes, and bruises that summertime activities put upon your young children. And yet they can’t wait to get back outside! You’ve...

New Resources for Financial Caregivers

Fiduciary Duties

If your elderly parent or relative has appointed you as their attorney-in-fact to help them manage their finances or you act as their guardian or conservator, you have both legal and ethical obligations in your role as a fiduciary. Basically, as a fiduciary you are...