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Topic:
Wealth Management and Financial Advisors
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How to Keep Your Personal Information Secure and Avoid Fraud and Identity Theft
I received an email from a client stating that he was tied up in a meeting and needed “help” urgently. Instantly I thought this was odd for several reasons: You may feel obligated to help, but I would rather get yelled at for not doing anything than send a client’s money to Nigeria. The email…
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Why Do I Need a Trust?
A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Are you concerned about fraud? These are just a few of the many reasons to consider a trust. There are some simple estate planning techniques that you can use, such as adding beneficiaries to your retirement…
