A recent article in the Wall Street Journal serves as a good reminder of the importance of creating and also revisiting your beneficiary designations. Typically, when you buy life insurance, sign up for employer-paid life insurance or open a retirement account, you’re asked to designate either a person or entity to receive the proceeds after …
Why Wealth Management at FineMark Transcends Stock Picking
Discover how FineMark’s holistic approach to wealth management transcends simple stock picking in our latest article. Trust Administrator, Read Sawczyn, explains how we work closely with our clients to gain a deep comprehensive understanding of their goals and objectives and then we marry our investment services with estate planning and tax planning to ultimately have a successful outcome.
Digital Inheritance
Houses, cars, artwork, jewelry. Most people are aware of these valuable physical assets because they see and use them every day. But did you know that digital content are assets as well? FineMark’s I.T. and CRM Specialist, Kim Wargo explains what digital assets are and what happens to them when you’re gone or if you’re …
