(Daily Journal Online) - End of life planning can now include what happens to you social media accounts when you die. CBS2's John Dias explains.
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https://dailyjournalonline.com/partners/cnn/millennials-starting-to-estate-plan-for-social-media-pages/video_0ddf6dfd-33be-5d19-bd35-8bc4471043f1.html
By John Dias - CBS 2
May 15, 2023
Sterling Trustees combines fixed-fee independence, proprietary Salesforce-based technology, and advisor-first service to streamline trust administration and eliminate the conflicts that often plague traditional trust companies. The firm delivers same-day distributions, automated trust committee decisions, and comprehensive support for complex assets—from art and racehorses to private equity—while helping advisors navigate the $84 trillion generational wealth transfer with 80% client retention rates through strategic trust structures.
Wellington-Altus’s Jim Thorne outlines why advisors should rethink digital assets, regional banks, and the current market cycle, arguing that a structural shift in credit, policy, and purchasing power is already well underway. He views Bitcoin as legitimate portfolio protection against 8% annual money supply growth, sees deregulated regional banks driving localized lending and economic growth, and believes April’s correction reset the typical four-year market cycle, potentially setting up significant gains ahead.