Planning Matters

We share our financial planning knowledge and advice because it’s the right thing to do.

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Estate Planning

Who Can You Trust with Your Trust?

Here’s a scenario: you’ve taken all the steps to get your estate in order, including the establishment of a trust that will benefit your children until they are old enough to handle a substantial sum. Since the success of a trust depends on the trustee(s) you choose to manage it, how do you decide who should fill this role?

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Aging

Answering An Age-Old (Old Age) Question: How Long Are You Going to Live?

Perhaps the biggest concern that clients share is whether their accumulated savings will last throughout their retirement years. How do they know if they've saved enough, or if they're spending their nest egg too quickly? One of the key factors in the equation is life expectancy - but how many people know exactly how long they expect to live?

The commentary on this website reflects the personal opinions, viewpoints, and analyses of Johnson Bixby employees providing such comments and should not be construed as a description of advisory services provided by Johnson Bixby or the performance results of any Johnson Bixby client. The views expressed are subject to change at any time without notice.

Nothing on this website constitutes personalized investment advice, an offer, or solicitation to buy or sell any specific security or adopt any specific investment strategy. Any reference to specific securities or performance is for illustrative purposes only and should not be considered a recommendation.

Johnson Bixby manages client accounts using a variety of investment techniques and strategies, which may not be reflected in the commentary. Investing in securities involves risk, including the potential loss of principal. Past performance is no guarantee of future results, and no representation is made that any strategy will be successful.

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