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On the Fiduciary Duty of Loyalty, the Nature of Informed Consent, and the Requirement of Substantive Fairness Fri, Mar 21, 2025 Can a person ever serve two masters? Does a fiduciary investment adviser possess the obligation to avoid, rather than just "properly manage," conflicts of interest? When a conflict of interest exists for a fiduciary, full disclosure of the conflict... Read More

By Ron Rhodes

Let’s Go Situs Shopping Fri, Feb 14, 2025 A trust is an instrument of state law, each state’s laws are different, and you are free to choose which “situs” is best for you! Read More

By Michael T. Koenig, CFP®, J.M.

Beyond the Basics: Estate Planning Mistakes Part 3 Fri, Oct 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 3: Real life examples of what not to do. Read More

By Michael T. Koenig, CFP®, J.M.

Beyond the Basics: Estate Planning Mistakes Part 2 Tue, Oct 15, 2024 Beyond the Basics: Estate Planning Mistakes Part 2: Real life examples of what not to do. Read More

By Michael T. Koenig, CFP®, J.M.

Beyond the Basics: Estate Planning Mistakes Part 1 Wed, Sep 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 1: Real life examples of what not to do. Read More

By Michael T. Koenig, CFP®, J.M.

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