Insights

Qualities to Look for in a Trust Company

Tips for What to Look for in a Trust Company Establishing a trust is an important way to build your legacy and preserve generational wealth. There are multiple ways to set up and fund a trust account, such as through … Continue reading

Main Street Philanthropy: How the Small Guy Can Give Smart

Americans like to give. According to the Giving USA 2018 report, Americans gave over $410 billion dollars to charities in 2017, and 70% of that was from individuals. You read that right: it was people like you and me, not … Continue reading

Fantastic Estate Transfer Failures and How to Avoid Them

What Can We Learn From Famous Estate Transfer Failures?   We’ve all heard the names of some of the wealthiest families that built their fortunes from modest beginnings; however, did you realize that few have maintained the same purchasing power … Continue reading