Prepare your children for the future

As a parent in today’s world, you are probably wondering how to make your child successful in life, given a changing world and an economy that looks very different from those of previous generations. New perspectives on education and finances can certainly help. Learn how developing problem-solving strategies, cultivating creativity, and foundational personal finances could help prepare your… Read More »

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What Is a Trust

What Is a Trust A trust is traditionally used for minimizing estate taxes and can offer other benefits as part of a well-crafted estate plan. A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. Trusts can be arranged in many ways and can specify exactly… Read More »