Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
Estate planning is often associated with extreme wealth, but it’s essential for clients at every level. It ensures assets are transferred with clarity and care, reduces confusion, avoids delays and protects families during difficult times. Here are eight essentials of an effective estate plan and why they matter for everyday families just as much as millionaires.
The United States national debt stands at a cool $36 Trillion dollars¹. A truly staggering number for most folks to comprehend. But this isn’t the first time we’ve gawked at such a gaudy number. As a Time article from 1972 shows, we’ve been having this chat for decades.