We have discussed trusts as a useful option during estate planning. They allow a level of flexibility and control that is otherwise not available. While you may be familiar with revocable and irrevocable trusts, there is another structure that...
There are three big goals that people most often see a financial planning consultant with regards to, according to Richard Cayne of Meyer International. These are: funding your retirement, your children’s education and purchasing a home. In this three-part...
When a company looks to go public there are several issues to consider explains Richard Cayne of the Meyer Group. Such issues may include if the company is happy for their information to be made public information. Many people...
For hundreds of years trusts have been used for succession and estate planning purposes. While numerous in structure and complexity, they all have the same basic principle: Under a trust, the owner of assets, the “settlor”, transfers wealth to...
