Wealth and Understanding: Conversations with Riverview Trust Company: Recent Episodes
Chris
We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.
One of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work. This episode explores some key "design elements" for those trusts.
Investment theory sounds pretty dry. But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments. This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.
The late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives. This episode applies his thinking on the subject to our investing approach
Wills have become a part of our cultural thinking. But are they always necessary? In this episode, we describe how wills work, when they're necessary and when they might not be.
Trusts are often discussed but poorly understood in the estate planning process. In this episode, we explain the different roles trusts can play.
In this episode, we examine the ways in which "titling" (the form in which you own your assets) affects the way your assets pass at death. Improperly titling your assets can potentially unravel your estate plan!
In this episode, we examine what research tells us about money's role in our happiness.