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Insights

Benefits of a Directed Trustee vs. a Corporate Trustee

Benefits of a Directed Trustee vs. a Corporate Trustee

February 6, 2023
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Five Reasons to Use a Corporate Fiduciary

Five Reasons to Use a Corporate Fiduciary

January 8, 2022
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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The Essential Estate Planning Documents

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Common Estate Planning Mistakes

Common Estate Planning Mistakes

March 5, 2021
As you revise your estate plan or create a new one, discover 10 common estate planning mistakes that could...
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Blended Families and Financial Considerations

Blended Families and Financial Considerations

September 9, 2019
Getting remarried is an exciting and challenging time for couples, especially when there are children to consider. While you...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#137

How Parents Can Teach Teens About Investing

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April 18, 2024
#136

Why Working With a Wealth Advisor Is Important

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April 4, 2024
#135

Tax Implications of Roth IRAs and Roth 401(k)s

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March 14, 2024
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