Basepoint WealthDec 29, 20214 minPersonal FinanceOrganize Your 2022 Finance Picture Through A Fresh LensNo matter where you happen to be in your financial health journey, investing the time and thought to document or reevaluate your existing...
Basepoint WealthNov 30, 20214 minEstateEstate Planning for Digital AssetsWhile protecting passwords has gotten more secure, passing on digital assets has become correspondingly more complicated.
The Seven GroupOct 15, 20216 minEstateSafeguarding and Passing On Your Digital AssetsAs crypto becomes a more significant part of the financial picture, it’s important to understand differences in the process for transfers.
Basepoint WealthMay 24, 20213 minPhilanthropyCharitable Remainder Trusts: Planning for Now and Leaving a LegacyCharitable remainder trusts (CRTs) can help transfer appreciated assets in a tax-efficient way with the ability to provide for a charitable