Latest articles by Timothy Barrett, Trust Counsel
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Spot the Warning Signs of Fiduciary Financial Abuse
retirement Fiduciaries are expected to do right by those they represent, but that isn't always the case. They often work with little or no oversight, so abuse isn't caught until too late. To protect a loved one, or yourself, here's what to do.
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Protecting Teens' Mental Health Is a Wise Investment
college As kids settle into college life, parents and teachers need to be on the lookout for signs of anxiety and depression and be ready to step in to help.
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How a Special Needs Trust for Your Child Can Fall Apart
retirement One woman's struggle to keep a roof over her head and food on the table for herself and her disabled daughter shows what can happen when an ex or other family members fail to properly shelter assets. The child's Medicaid and SSI benefits could be in jeopardy.
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Why I Hate Monte Carlo Analysis and Other Financial Projections
retirement The problem with these types of plans, which reassure people that they will be OK "no matter what," is that they are used to comfort investors rather than actually advise them.
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Trusts 101: Why Have a Trust?
retirement Trusts aren't just for very wealthy or complicated estates. They could be helpful for many "average" folks, too. Here are the basics of trusts: what they do, and how they can be used.
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Estate Planning for Single Parents
estate planning How to get started making some of the most important decisions a parent can make.
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How Transfer-on-Death Accounts Can Fit Into Your Estate Planning
retirement Also known as joint accounts, these types of accounts let their owners pass on small estates in a simple way.
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Why You May Need a Pro Trustee: Trust Administration is Not Just Common Sense
retirement Even smart, ethical, well-intentioned trustees could find themselves in trouble, possibly facing a judgment that they could be forced to pay from their own funds.
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How to Choose the Right Trustee for Your Estate
retirement Who is the right person to watch out for your interests after you're gone: A family member, a member of your financial team, a bank, a professional trustee? To find the right answer, ask yourself the right questions.
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Wealthy People Have Smart Financial Habits. But There's More.
Making Your Money Last Having enough money for a sweet retirement takes more than just saving. It takes smart spending and discipline. If you're falling behind, it's time for a financial lifestyle overhaul. Five steps will get you on your way.
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What Makes an Investment Right or Wrong for Your IRA?
investing When you think about IRAs, you're probably thinking stocks and bonds. But private equity investments can open new doors to some retirement savers.
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Is Your Child at Risk of Catching 'Affluenza'?
retirement Kids from wealthy families aren't immune to behavioral problems. In fact, in some ways, they may be more at risk. As we see with the case of Ethan Couch, the consequences can be severe.
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Art ‘Investors’: Are You Collecting Art or Merely Decorating?
Smart Buying There’s a difference between the two. Before you buy or sell a piece of art, consider some guidelines on authentication and what might make one piece of art valuable, and another merely a nice complement to your sofa.
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How to Plan Ahead for a Disabled Child’s Inheritance
retirement If your child relies on Medicaid services, how can you ensure that when you die the money you leave them doesn't cause them to lose that vital support system? A Supplemental Needs Trust could be the answer.
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