It Takes a Team – The Recipe for Successful Estate Planning
Couples get better investment results when both spouses discuss their views with their financial professionals.
Fiduciary articles
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Hazards of Other People’s Money
Six tips to avoid mistakes and litigation when serving as individual trustee.
What Does Your Family Look Like?
Family structures have become more complex over the last few decades. Most households are now the result of blended families with working moms, adopted kids, second marriages, and the list goes on. Your estate plan needs to be customized for your specific situation.
The Fiduciary Rule: What It Means For You
We have served our clients with a fiduciary duty since our founding in 1981.
Alzheimer’s And Dementia Patients Are Easy Prey For Scammers
Avoid being a victim of financial exploitation.
Don’t Be A Silo
Individual trustees do not need to face all the challenges alone.
Beyond Our Borders: Why You Should Be Investing in International Markets
It is important to invest in international stocks. Here’s why.
Our Commitment
We opened our doors for business over 37 years ago, not yesterday. We are not a start up, pressured for quick results. Read Joe Ray’s letter.
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