TheLiveBigWay® Digest – Back to Basics

Back to Basics: Trusts, Trustees and Beneficiaries 

You might be surprised how important an understanding of your estate plan is to your adult children, other important members of your family, and friends who you have elected to play a role in your estate plan. This understanding of roles and responsibilities is especially critical if your estate plan includes a trust. In this space, we’ll discuss a few things of which the beneficiaries (or any interested party) of your trust should be aware.

Advice to Incoming College Freshman

Ready or not, the end of the summer is nearing and back-to-school supplies are in high demand. For all incoming college freshmen likely filling their carts with dorm supplies, we congratulate you on making it to college! As you prepare to launch on to your college career and make decisions as an independent adult, we offer guidance for handling financial situations that you’ll likely be facing for the first time, as well as a few simple rules that can help you get the most from your college experience.

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Welcome to the Team, Ryan!

Ryan Rasmussen is one of two Financial Planning Residents that recently joined the Yeske Buie team. We welcomed Ryan in June after he graduated from the University of Georgia where he completed his degree as a presidential scholar with cum laude honors. In addition to his education, Ryan comes to the team with a variety of internship and pro-bono financial planning experience.

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Will We See You Next Week? 

It’s not too late to RSVP to reserve a spot for you and your guests at our special event at the Park Central Hotel in San Francisco on Wednesday, August 16^th at 6:00pm. The event will be a social gathering featuring delightful hors d’oeuvres and tantalizing sweet treats, complimentary valet parking, mingling with the Yeske Buie team, and special guest speaker, Apollo Lupescu, PhD. Dr. Lupescu is Dimensional Fund Advisor’s most popular speaker and “Secretary of Explaining Stuff”. He will present at 7:00pm on The Evolution of Investing. RSVP TODAY!

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Save the Date: Live Webinar

We hope you will save the date and join us for our third live webinar on Wednesday September 20^th at 11:00am PT / 2:00pm ET. Our webinars hosted earlier this year focused on current market and economy updates – you can re-watch Will the Trump Administration be GREAT for Your Finances? and Around the World in 60 Minutes by clicking these links. For our September webinar, we plan to focus on relevant financial planning topics and may feature a special guest presenter. We hope you will save the date and stay tuned for more details!