Flagship Blog
Protect Your Assets With a Trust
A trust is a legal entity that is central to a three-part agreement in which an individual — the trust’s “grantor” — transfers the legal title to an asset to that trust for the purpose of benefiting one or more beneficiaries. The trust is managed by one or more trustees. Trusts may be revocable or irrevocable and are sometimes included as part of a will.
Creating a Plan for Effective Wealth Transfer
Have you implemented estate planning strategies to help pass along more of your wealth to your heirs? If not, this article will motivate you to do so.
Advance Directives: Planning Ahead for Your Own Care
Although the thought may not be pleasant, you may someday face a sudden health crisis that leaves you unable to make your own medical decisions. Fortunately, there is a legal means, known as an advance directive, to address this potential concern.
Crystal Ball?
August 18th Weekly Market Update Since the dawn of financial markets, investors have been searching for signals of impending declines. Many economic indicators correlate highly with the stock market, which means they are coincident and not leading, and they tend to...
Turning Down the Noise
August 11th Weekly Market Update Volume has picked up during the recent downturn. No, we are not talking about trading volumes; we are talking about the volume from your TVs with talking heads warning about an impending stock market downturn. If you turn off the TV...
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