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Is Your Advisor Putting Your Best Interest First?

Jeffrey C. Wolken |
Wealth Planning
Fiduciary NC.jpg

Understanding the importance of working with a fiduciary.   Fiduciaries are responsible for acting in the best interest of the individuals they serve, and are entrusted with a high standard of care.  A corporate fiduciary provides experience and objectivity needed to manage family trusts for the long term. Establishing a trusted relationship with an experienced fiduciary


Capital Perspectives March 2018

Tony Roth |
Investment Management

In the March issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Between a rock and bull run, looks at the February stock market correction and beyond.   In Focus discusses two different ways to go about investing cash, and why one approach may be preferable.  Investment positioning, major themes,


What Every Matrimonial Attorney Should Know About the Latest Trusts & Estates Developments

Sharon Klein |
Wealth Planning

This article reprint was recently published in the NYSBA Family Law Section Journal and explores: Key estate-related considerations in pre-marital planning. In the event of separation and/or divorce, all estate planning documents, account titles, and beneficiary designations need to be reviewed. Trust decanting can be a powerful tool: Revising an otherwise irrevocable trust. With the