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What is a Directed Trust and What are Its Benefits?

Directed trusts can be a useful estate planning tool, allowing you to place your family’s assets in a trust but benefit from the expertise of an advisor who knows more about the handling of certain trust functions than you may.  The benefit of a directed trust is...

Younger Adults Now More Likely to Have a Will

A new survey has found that motivated in part by the coronavirus pandemic, younger adults are now more likely to have a will than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past several years.  ...

Discuss Financial Goals with Your Family

Provided by Edward Jones Financial Advisor, Gabe Lajeunesse, AAMS® June is Effective Communications Month. And it’s a good idea to recognize the importance of good communications because it plays a role in almost every aspect of living – including your finances....