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Investment Insights

Why a Total Return Trust?

Among the reasons clients utilize trusts as their estate planning tool of choice are: avoiding probate, maintaining privacy, or minimizing income and estate taxes. The primary attraction, typically, is the desire to maintain direction and control over assets after they pass.

The COVID Business Cycle

It is no surprise the COVID-19 Pandemic caused both the United States economy and the global economy to come to a screeching halt early in 2020.