What Is a Trustee? An Overview of the Role and Function of Trustees

Trustee definition: A person or entity that holds and administers assets for the benefit of a third party.  You may

Jordan Dechtman / May 3, 2021
Read More
What Does an Investment Management Firm Do?

What Does an Investment Management Firm Do?

Investment management firms create customized strategies in line with clients’ financial goals. Learn more in this blog from Dechtman Wealth Management.

Jordan Dechtman / April 1, 2021
Read More
wealth management vs investment management hero image

Wealth Management vs. Investment Management

Financial planning can be confusing for many reasons. Terms like diversification, trusts, and risk management are all very daunting for

Jordan Dechtman / March 2, 2021
Read More
benefits of donating to charity hero

The Benefits of Donating to Charity

The last few years have shown that the U.S. is truly a country of givers. Charitable contributions have been increasing

Jordan Dechtman / March 25, 2021
Read More

529 vs. ESA – What You Need to Know

The costs to go to college have been increasing steadily for the past two decades. From 2001 to 2021, the

Jordan Dechtman /
Read More
what is a retirement trust blog hero image

What is a Retirement Trust?

Retirement assets take a lifetime to build and, for many of our clients, it represents one of their most considerable

Jordan Dechtman / March 2, 2021
Read More
Which States Have Inheritance tax

Which States Have an Inheritance Tax? [2021]

Inheritance tax is a state-based tax on assets that you inherit from someone else who has passed away. The person

Dechtman Wealth Management / February 23, 2021
Read More
difference between revocable & irrevocable trust

What’s the Difference Between a Revocable Trust and an Irrevocable Trust?

When it comes to planning your estate, you have access to many tools that can help you cobble together a

Jordan Dechtman / February 5, 2021
Read More
what to do with a 500k inheritance hero image

What to do With a $500K Inheritance

While being on the receiving end of a financial windfall should be a blessing, for too many inheritors, it’s often

Jordan Dechtman / December 29, 2020
Read More