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Insights

Benefits of a Directed Trustee vs. a Corporate Trustee

September 12, 2024
Selecting a corporate trustee to oversee the administration and management of a trust is a challenging and unique decision...
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Five Reasons to Use a Corporate Fiduciary

September 8, 2024
Many important decisions regarding the transfer of your wealth are made when working with an estate planning attorney. However,...
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Choosing a Guardian and Trustee

August 30, 2024
When planning for your family’s future, two critical decisions include choosing a guardian for your children should something happen...
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Transfer Wealth Before Lifetime Exemption Expires in Two Years

July 6, 2024
Read time: 5 minutes When it comes to the tax-free transfer of wealth, we’re living in a golden...
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7 Common Estate Planning Mistakes to Avoid

February 28, 2024
Simply stated, estate planning is the process of developing and implementing a “master plan” to facilitate the distribution of...
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Intentionally Defective Grantor Trusts

Intentionally Defective Grantor Trusts

August 10, 2023
On this episode of Your Life Simplified, Valerie Escobar , senior wealth advisor, and Jake Kern , managing director...
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Creating Your Estate Plan

Creating Your Estate Plan

May 25, 2023
While estate planning can be overwhelming for a lot of families, having a thorough estate plan in place can...
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Picking the Right Trustee 

Picking the Right Trustee 

May 18, 2023
Being a trustee is something that requires knowledge, effort and liability, so when you’re creating your estate plan, it’s...
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Trusts Offering a Silver Lining in a High Interest Rate Climate

Trusts Offering a Silver Lining in a High Interest Rate Climate

August 2, 2022
Given the current high interest rate environment, you may be wondering whether there are strategies you can employ to...
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The Essential Estate Planning Documents

The Essential Estate Planning Documents

July 26, 2021
Estate planning is the process of organizing one’s personal and financial affairs to ensure that your wishes for your...
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Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

Estate Planning Strategies to Consider Ahead of Biden’s Potential Tax Changes

May 4, 2021
President Biden’s proposed tax policy includes potential changes to estate and gift tax as well as capital gains tax...
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Education Funding Strategies

Education Funding Strategies

March 17, 2021
When planning for a loved one’s education, it might make sense to combine college saving with estate planning. In...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#148

Fixed Income Explained

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November 14, 2024
#147

Scary Financial Mistakes to Avoid

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October 31, 2024
#146

2025 Estate Tax Exemption

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October 17, 2024
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