Estate Planning for Digital Assets
While protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
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Basepoint Wealth
- Oct 26, 2021
- 4 min
Charitable Giving is Increasing – and Evolving
charitable giving at all income levels, whether by donating time, money, or expertise, is a part of many people’s life plan.
20 views
The Seven Group
- Oct 15, 2021
- 6 min
Safeguarding and Passing On Your Digital Assets
As crypto becomes a more significant part of the financial picture, it’s important to understand differences in the process for transfers.
13 views
Basepoint Wealth
- May 24, 2021
- 3 min
Charitable Remainder Trusts: Planning for Now and Leaving a Legacy
Charitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable
7 views
Basepoint Wealth
- Jul 10, 2020
- 4 min
Understanding Life Insurance
A comprehensive risk management plan, developed with a fiduciary advisor, can help you identify when, what and how life insurance can play.
10 views
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