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Tim's Insights

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We work hard to keep all our clients informed about important financial topic, and share our insights and news. If you have any questions or feedback on the articles you read, please let us know!

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Setting Up a Trust Fund Thumbnail

Setting Up a Trust Fund

Trust funds are not just for the wealthy. People of diverse financial backgrounds can take advantage of this financial tool in order to better control how their assets will be distributed to beneficiaries. Read this article to learn more about your options.

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Tax and estate concerns at different life stages - Wilmot George Thumbnail

Tax and estate concerns at different life stages - Wilmot George

This is an awesome piece created by a brilliant guy, Wilmot George! Have you developed a tax and estate strategy with your financial advisor? This can be critical at all stages of life, dying without a Will or becoming incapacitated without a Power of Attorney can be devastating to a Families finances, Wilmot George explains why here...

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Creating an Estate Plan Thumbnail

Creating an Estate Plan

Putting together a comprehensive estate plan is a complex task. There are many factors to think about, including your assets, liabilities, personal financial goals, and family structure. Take time to sort through each of these items with your financial advisor so that you maintain control of the plan.

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