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What is the Difference Between a Will & Trust?

Blog

What is the Difference Between a Will & Trust?

Published by Beth Schanou, Director of Wealth & Estate Planning Estate plans can be structured differently depending on a person’s situation and intentions.  What is the difference between a will and a trust? A will and a trust are separate documents to pass assets to heirs after death, but they are administered differently and have varying advantages.

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Resources

Back 2 Basics

The good news is that American households have a total net worth of $85.2 trillion. The bad news is that most families are still behind where they were financially in 2007. In a recent survey, over half of Americans said they had less than $1,000 in their checking and savings accounts combined.

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Back 2 Basics

Infographics

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget!

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Are You a Conservative Investor?

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Are You a Conservative Investor?

Published by Jake Bleicher and Ron Carson Conservative investments are often associated with lower portfolio expected returns. The investment community has been indoctrinated with the notion that risk and return are correlated in a linear function.

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Back 2 Basics

Blog

Back 2 Basics

Check out this infographic for 12 Simple Financial Tips that are important to remember but easy to forget! Click here to open fullscreen

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Intestate Succession

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Intestate Succession

A sometimes overlooked aspect of Financial Planning is ensuring that a client has the proper beneficiary designations on their accounts so those assets pass to the correct beneficiaries. However, not all asset trusts will dictate how those assets will pass.

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Budgeting Month

Monthly Newsletters

Budgeting Month

There is no better time to review your spending, prepare a budget, and set savings goals.

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Year-End Planning

Monthly Newsletters

Year-End Planning

Actionable steps to address crucial year-end items.

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Investment Discipline

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Investment Discipline

One of the most challenging aspects of investing is not what many may think. Digging through the multitude of options available to place cash can be daunting task. However, keeping your cool when things move in the wrong direction can make or break returns.

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Disciplined Investment Process

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Disciplined Investment Process

As an investor are you following a disciplined investment process or are you lacking a measurable strategy in your investment decisions? Consider your long-term investment objectives. As the markets go up and down, it can be challenging to keep your emotions in check if you are not following a defined, repeatable process. The key is to stay true to your process rather than chasing fads. These key tenants can help you follow a disciplined investment process and remove emotional decisions to help you stick to your long-term objectives. Click here to open fullscreen

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