Trustee definition: A person or entity that holds and administers assets for the benefit of a third party. You may
Investment management firms create customized strategies in line with clients’ financial goals. Learn more in this blog from Dechtman Wealth Management.
Financial planning can be confusing for many reasons. Terms like diversification, trusts, and risk management are all very daunting for
The last few years have shown that the U.S. is truly a country of givers. Charitable contributions have been increasing
The costs to go to college have been increasing steadily for the past two decades. From 2001 to 2021, the
Retirement assets take a lifetime to build and, for many of our clients, it represents one of their most considerable
Inheritance tax is a state-based tax on assets that you inherit from someone else who has passed away. The person
When it comes to planning your estate, you have access to many tools that can help you cobble together a
While being on the receiving end of a financial windfall should be a blessing, for too many inheritors, it’s often
