Blog and Quarterly Report

Choosing a Trustee is More Than Just Finding Someone You Can Trust

You’ve worked hard to create your family trust. You hired a good attorney, funded the trust with your most important assets, and even carefully structured an investment portfolio to consider current and future beneficiaries’ needs. But now who is going … Continue reading

How You Can Avoid State Tax by Changing to a South Dakota Trust

People unfamiliar with trusts may mistakenly assume that trusts confer tax savings over what they would pay if they simply held assets in their own names. While this is almost certainly not the case—in fact, federal tax rates usually increase … Continue reading

Prudent Strategies for Successful Generational Wealth Transfer

People often daydream about how inheriting a large sum of money could solve their most pressing problems. Less often do they think about how such wealth can complicate their lives and negatively impact future generations. But wealthy families the world … Continue reading

If You Have Assets, You Need An Estate Plan

You don’t have to be wealthy by today’s standards to risk creating chaos for others when you pass on. The fact is that after you are gone, you can’t tell anyone what you intended to give to children, grandchildren, friends, … Continue reading

Smart Year-End Financial Moves

If you’re searching for smart year-end financial moves to make, the following items may help you save money on this year’s taxes or get on track for a better 2019. The below are not in any order of importance, and … Continue reading