Recent Articles from Marti Brust
Big cash, big questions
There are many occurrences in a professional’s life that can result in liquidity events. Whether it’s selling a business, earning a large commission or accepting an executive buyout, these are milestone events that provide individuals with a significant sum of money. With that influx of cash comes numerous investment questions and options—particularly when current employment […]
Talk’s not cheap when it comes to family money
Money used to be a taboo topic—one that past generations would never dream of discussing with their children, let alone their grandchildren or other potential heirs. Today, the mindset is much different. Many not only want to discuss this but are also working with their wealth advisors to include a communication strategy within their overall […]
Fiduciaries aren’t just for the wealthy
One of the most important items in estate planning is naming the fiduciary or fiduciaries who will execute wishes and manage assets after death, or at such time an individual is no longer willing or able to handle their own financial affairs. A fiduciary is a third-party representative who is appointed to act for the […]
Five great reasons to make an estate plan today
People spend a lifetime building their personal assets. Naturally, most would like to have some control over the future of their hard-earned capital. Unfortunately, that kind of control does not come automatically. Establishing a will is the first step in determining the fate of belongings. The only one who can control a person’s estate and […]