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Wall Street Steward Blog

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The Poor Man's Trust

Many attorneys are doing a phenomenal job of scaring people into creating trusts.  Truthfully, unless some unusual requests are to be made as part of your estate plan, very few people actually need trusts.  If that is the case, then WHY do so many people have trust accounts as part of their estate plan?

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The Sophisticated Tither

For all of the outsiders that might be reading this, the southeast region was dubbed the “Bible Belt” due to its socially conservative political leanings and an extremely high Christian Church concentration.  This area is home to me, and it has had quite an impact when it comes to how I view finance and how I disperse advice.