The Covid pandemic has made us reevaluate nearly everything in our lives – from our jobs and where we want to live, to our relationships with others and the best way to educate our children. It is also changing the way we think about our money, both in the present and in anticipation of an uncertain future. If, like many, you’re thinking it has never been a better time to take a more hands-on approach to estate planning, here are some thing to consider.   Building Wealth: Covid has changed the daily needs of the public, which in turn has affected financial markets and created opportunities for investors to grow their private wealth. For example, gaming, already a popular activity, has increased dramatically during the pandemic, when people were largely confined to their homes. This has caused a huge…

If someone were to ask you to list your most important relationships, chances are your financial advisors would not make the short list. Perhaps they should, though, as their knowledge and philosophy around wealth management will likely impact you and your family for years and even decades to come. As with anyone in your life, cultivating a bond based on trust and mutual respect takes time. However, there are some things you should look for when seeking a new wealth manager or deciding to continue with the one you have.  Do they encourage their principals to take an active role in managing their own wealth? Will they take your suggestions seriously and support your decisions, or do they expect you to defer to their expertise? When there are compelling reasons for you to listen to them, how willing will…