Latest articles by Timothy Barrett, Trust Counsel
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Trusts 101: Why Have a Trust?
retirement Trusts aren't just for very wealthy or complicated estates. They could be helpful for many "average" folks, too. Here are the basics of trusts: what they do, and how they can be used.
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Estate Planning for Single Parents
estate planning How to get started making some of the most important decisions a parent can make.
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How Transfer-on-Death Accounts Can Fit Into Your Estate Planning
retirement Also known as joint accounts, these types of accounts let their owners pass on small estates in a simple way.
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Why You May Need a Pro Trustee: Trust Administration is Not Just Common Sense
retirement Even smart, ethical, well-intentioned trustees could find themselves in trouble, possibly facing a judgment that they could be forced to pay from their own funds.
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How to Choose the Right Trustee for Your Estate
retirement Who is the right person to watch out for your interests after you're gone: A family member, a member of your financial team, a bank, a professional trustee? To find the right answer, ask yourself the right questions.
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Wealthy People Have Smart Financial Habits. But There's More.
Making Your Money Last Having enough money for a sweet retirement takes more than just saving. It takes smart spending and discipline. If you're falling behind, it's time for a financial lifestyle overhaul. Five steps will get you on your way.
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What Makes an Investment Right or Wrong for Your IRA?
investing When you think about IRAs, you're probably thinking stocks and bonds. But private equity investments can open new doors to some retirement savers.
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Is Your Child at Risk of Catching 'Affluenza'?
retirement Kids from wealthy families aren't immune to behavioral problems. In fact, in some ways, they may be more at risk. As we see with the case of Ethan Couch, the consequences can be severe.
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Art ‘Investors’: Are You Collecting Art or Merely Decorating?
Smart Buying There’s a difference between the two. Before you buy or sell a piece of art, consider some guidelines on authentication and what might make one piece of art valuable, and another merely a nice complement to your sofa.
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How to Plan Ahead for a Disabled Child’s Inheritance
retirement If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A Supplemental Needs Trust could be the answer.
