Advisor to Client

Should you put your cottage in a trust?

Putting the family cottage in a trust could preserve it for future generations and keep the family peace.

By Dean DiSpalatro |January 17, 2014

2 min read

Are you subject to U.S. estate tax?

Whether you owe U.S. estate tax depends on your answers to two questions.

By David A. Altro |January 17, 2014

3 min read

Invest in what you know

Are you able to explain your investment thesis in three sentences? You should be.

By Susy Abbondi |January 17, 2014

3 min read

Conversation starter – Should you put your cottage in a trust?

Ask your client, “Who’s inheriting the family cottage?”

January 17, 2014

1 min read