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Wills and Trusts – How are they different?

Estate Planning 101 (Part 1)

Key Points

  • Wills and Trusts are useful Estate Planning tools, but each serves a different purpose.
  • A Will is useful for outlining your wishes, but the amount of protection it provides can be incomplete.
  • A Revocable Living Trust (as opposed to a Will) can help ensure that your Estate avoids lengthy and costly probate measures.
  • A Trust can administer assets for minor beneficiaries without court intervention, while also providing useful protection against creditors.
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Where should you turn to for advice?

Seeking Advice 101 (Part 1)

Key Points

  • The financial services industry is broad and varied, so it behooves consumers to have a grounded understanding of how the industry works and how it is compensated.
  • Commissions have the potential to create a conflict of interest between the seller and the buyer. Therefore, buyer beware!
  • When it comes to financial advice, a fee-only fiduciary can be invaluable.

Continue reading → Where should you turn to for advice?

The Three Key Benefits of Sound Investment Management Advice

Key Points

  • A financial advisor can help with crafting an investment plan that is suited to your goals, needs, and risk tolerance.
  • A Strategic Model Portfolio can then be implemented to meet your investment objectives.
  • Sound investment management that includes Portfolio Construction, Wealth Management, and Behavioral Coaching can provide tangible long-term benefit.

Continue reading → The Three Key Benefits of Sound Investment Management Advice