A financial account set up and managed by an adult for the benefit of a minor, with a focus on the responsibilities and flexibilities involved.
Understanding Fiduciary Duty: Who's Watching Out for Your Best Interests?
Understanding Inter-Vivos Trusts and Their Benefits
Exploring the role and responsibilities of investment advisers with humor and insight.
An overview of qualified trusts, focusing on their tax advantages, employer obligations, and compliance requirements.
A Registered Investment Advisor (RIA) is a fiduciary financial firm focused on providing investment advice tailored to clients' best interests. Here’s how they stack up in the financial world—RL-style! 😉
A trust is a fiduciary relationship in which a trustor gives another party, known as the trustee, the right to hold title to property or assets for the benefit of a third party.
A Trust Company is a legal entity that serves as a fiduciary for individuals or businesses.
Trust Property refers to assets that have been placed into a fiduciary, managed by trustees on behalf of beneficiaries, often with tax benefits and streamlined transfer upon death.
A financial fiduciary with the responsibility to manage assets for the benefit of others—hopefully without throwing a party with your money!
A modern guideline for trustees on prudent investing and financial discretion.
