trust and wills

Creating a Trust for the Modern Family: Estate Planning You May Have Never Considered

March 27, 2019Posted in Financial Planning, Wealth ManagementWritten by Nikki SutcliffeLeave a comment
Grandparents with heirs seek trusts Stableford Capital insights

Modern families want (and need) modern estate planning solutions. It’s no longer a “one size plan fits all” scenario where wealth follows marriage and blood lines. You want your trusts and wishes to reflect your journey at its current path while keeping an eye on the future. Trusts help you and your family – whomever it includes – enjoy the wealth that you’ve spent your lifetime accumulating.

What Are the 6 Most Important Aspects of Estate Planning?

February 5, 2019Posted in Asset Management, Financial Planning, Investment StrategyWritten by Nikki SutcliffeLeave a comment
Most important aspects of estate planning - meeting with a financial advisor - Stableford Capital

You have spent your lifetime building your estate, investing funds, allocating assets and planning for the future. Do you know the most important aspects of estate planning? While every financial situation is different, this article covers ways to protect your beneficiaries and your investments. Ultimately, the consensus is clear: keeping a current estate plan is a must and prepares your loved ones for the unexpected.

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