Whether you manage a trust for someone else, are the beneficiary of a trust, or are thinking of creating a trust, you probably have some questions about the “best practices” of trust management. A well-managed trust can help preserve wealth for generations, while a poorly-managed trust may provide only a quick path to insolvency. How can […]
A Business “Will” can Go a Long Way
A business will is far more than a legal document designed to transfer assets upon the death of an owner or partner. It is a comprehensive estate planning tool that can include everything from management plans, and other documents necessary for a company’s continued operation and future health, to shareholder buy-sell agreements. An estate planning […]
What to Consider Before Making Major Purchases
Many people who diligently seek out money-saving discounts on smaller purchases may still find themselves inadvertently overspending by thousands on major purchases. Over time, this type of large-scale overspending may cut into your savings rate. What should savvy investors consider before making major purchases? Do You Need It? Even if you’re already certain that you need the item […]
The Role of Insurance in Your Financial Plan
Insurance is an important element of any sound financial plan. Different types of insurance protect you and your loved ones in different ways against the cost of accidents, illness, disability, and death. What Are Your Insurance Needs? The insurance decisions you make should be based on your family, age, and economic situation. There are many […]
Facing Possible Unemployment? Take These Steps to Prepare
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable. Build Your Network. It’s estimated that over 80% of open positions are filled through networking.1 The easiest time to build your network is while you […]
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