Blog

Managing Passwords for Older Relatives and Clients
Passwords and security checks are particularly frustrating for older clients. How can we make things simpler for them while still keeping their accounts secure?
March 14,2022 03:36 PM - Comment(s)
Should Cryptocurrencies be part of Your Trust Portfolio?
What does a Trustee do when they take over a Trust that includes cryptocurrency assets? What is an appropriate, defensible investment strategy?
February 18,2022 09:21 AM - Comment(s)
The Basics of Managing Cryptocurrency Assets in an Estate
How do you manage cryptocurrency assets in a trust or probate? What are the basics of buying, selling, trading and valuing these assets within the context of an estate?
February 04,2022 08:43 AM - Comment(s)
Cryptocurrencies and Trusts
Cryptocurrencies are beginning to show up in estates where you might not expect them. How should these assets be handled by estate attorneys and fiduciaries?
January 04,2022 09:16 AM - Comment(s)
The Build Back Better Act and Your Trust
The Build Back Better Act (H.R. 5376) will almost certainly contain changes that will impact estate taxes. The Act is not finalized, but you should plan to work with your estate planner to make changes to compensate.
November 16,2021 09:18 AM - Comment(s)