Wealth & Trust

There are many benefits to creating a living trust. Here are the top three: 1. Avoid probate at death. Including multiple probates, if you own other property in another state. 2. It provides maximum privacy. 3. It can reduce or completely eliminate estate taxes.

6 second take: Stocks, bonds, and ETFs can feel out of reach or intimidating — but anyone who can save can create an investing strategy. Regardless of economic background or walk of life, most individuals make money in two ways: earning it through work and investing. Though for the first-time investor, this second option can feel daunting and inaccessible.

Inflation erodes the purchasing power of your dollars. When excessive it can be a significant setback to your portfolio’s performance. It is something we always need to consider in our long-term planning; our expectations for inflation help drive what we need our investments to achieve to lift us to our goals.

Stocks, bonds, and real estate are a few of the many ways to invest your money. Yet, if you’re new to investing, where and how do you start? It’s a question that begs an answer. The problem is, you’ll always get a different answer, depending on who you ask.