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I'm often asked by clients whether or not they should establish a revocable living trust as part of their estate plan. Lately, it seems more people think it's unnecessary - they believe federal estate taxes won't be an issue. Although this assessment is generally correct, estate taxes are usually unaffected by the existence of a revocable living trust and therefore shouldn't be an overriding consideration in whether or not to establish the trust. Let's talk about some of the issues...( Read More.)
The hosts of the Sunday radio broadcast “The Wise Investor Show,” provide listeners with the market insight and tools they need to become better investors. They also deliver a Midweek Update on the topics vital to achieving long-term financial security.
Guided by a value-oriented management style, our team of experienced financial professionals will help you build a comprehensive wealth management strategy through personalized financial planning, portfolio management and in-depth analysis.
The Wise Investor Group is committed to value-oriented investing, helping our clients achieve long-term success through proper asset allocation and long-standing ownership of high-quality investments. The group manages and oversees more than $1.9 billion in client assets as of June 2011.
The Wise Investor Group is part of Baird, an international wealth management firm focused on creating great outcomes for our clients with a commitment to the belief that how we do business is just as important as the business we do.
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