Do You Go Pro or Go Solo to Manage Your Trust?
A trust is a sophisticated asset management tool that relies on its manager to understand the risks and rewards behind its investment strategy. Many wonder whether they will benefit from having a professional manage their trust for them. We asked Charles L. Stanley, Partner and Financial Planner from our San Diego office, to help you […]
Read ArticleTrust Basics
Lots of people talk about trusts and while there are multiple reasons why you may want to consider setting one up, understanding exactly what a trust is and does isn’t always clear. Our own Charles L. Stanley, WorthPointe Partner and CERTIFIED FINANCIAL PLANNER™ professional, boils it down to the simplest of terms:
Read ArticleInvesting For Trusts
As part of your overall estate plan, you and your advisor may explore the possibility of using a Trust to accomplish your goals and objectives. Because of the complexity of these financial instruments, it is critical to have a well versed team of professionals in place to guide you through the process. Investing for Trusts […]
Read ArticleThe Special Needs Trust
An issue in Estate Planning that will not arise often, but can be a very important issue to the families who need them, is a Special Needs Trust. A special needs trust (or supplemental needs trust) is a tool that can help provide for the needs of an individual who is disabled, without jeopardizing his or her eligibility for government benefits. […]
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