Trust Basics
Want to control how your heirs spend their assets, minimize estate taxes, and possibly avoid probate? Trusts are very flexible tools to accomplish a bunch of wishes. We explain in this week’s Financial Tip.
In the News: You can accept risk when you have time, but what happens when time changes?
In today’s Marietta Daily Journal, Bil Lako, CFP®, describes how your time horizon and risk tolerance for investing are intricately linked, and what to do when time horizons change.