Economic Outlook – Winter 2024 | “Is the Fed Going to Cut-It-Out? Interest Rates Did Not Break Through the “Ceiling” Financial markets rallied in the 4th quarter of 2023 as the Federal Reserve signaled it may be ready to cut rates after 18 months of “tightening” policy. The yield curve below as of December 31st… Read More
Trust & Investment
The Importance of a Succession Plan Succession planning for any business, especially a small privately-owned business, is crucial. You probably know of at least one business that closed not long after the founder or a key employee fell ill or passed away unexpectedly. This may have happened despite the business having a long list of… Read More
Why You Should Use a Corporate Trustee If you decide to establish a trust as a part of your estate plan, either under your will or by a separate trust agreement, one of the most important decisions you will need to make is who to name as trustee. You can name an individual, such as… Read More
Why a Living Trust Might be Right for You and Your Family If you plan to do a basic will for your estate plan (or already have a will), you may want to consider using a “living trust” instead. There is a commonly held belief that trusts are only appropriate for people with very large… Read More