If you don’t make an estate plan to distribute your assets and determine custody of children, the state will do it for you.
Human investment advisers relate to investors in ways that robo-advisers never will.
Like a game of chess, a financial plan requires thoughtful trade-offs and planning moves well in advance.
Public charities, private foundations, and donor-advised funds each offer unique ways to accomplish philanthropic goals.
Communication with your children about your estate plan is vitally important. It can root out problems before they begin.
We find it remarkable that the practice of “suitable” investment recommendations has been allowed to go on for as long as it has.
Living trusts may be an effective tool to protect against the consequences of incapacitation, enable the grantor to easily respond to life’s changes, increase privacy of family assets, and avoid probate.