Accidental falls are on the rise, which may not be surprising given the concurrent rise in the elderly population, but just how much falls have become more frequent is likely to raise a few eyebrows. According to USAFacts.org, deaths from accidental falls have tripled since the year 2000. They even have outpaced deaths from car…
Author: gstc
Who Wants To Be My Trustee?
The trust industry is continuing to grow as a whole. According to data from trustupdates.com, the trust industry asset average growth in the first half of 2025 was 5%, and assets in Investment management accounts grew 8%. Part of that is market growth, and part of it is more people raising their hands and saying…
The Gameplan for Sudden Millions
Last month you may have noticed signs in gas stations reading $999 for the Powerball jackpot. The signs weren’t designed to go into the billions, so that’s their max readout, but the winning ticket (should it be an individual ticket) exceeded millions into more than a billion dollars! Many of us dream of being suddenly…
Getting Ahead of Wealth Transfer Squabbles With a Family Meeting
The great wealth transfer is coming, and some may have considered it started already, yet we are woefully underprepared. Not just millions or billions of dollars, but trillions of dollars that will need to be transferred. Not just one or two trillion dollars, but twenty to thirty, and some estimates suggest even more. According to…
Marriage and Personal Finance
Weddings are happy and momentous occasions, turning points on the path of life. In the exciting preparations for the celebration, sometimes the financial implications of the new marital partnership can be overlooked. These will affect the newlyweds, of course, but there are also considerations for the extended family. Personal income taxes For tax purposes, there…
The Federal Estate Tax Exemption Doesn’t Help With State Inheritance Taxes
With the passage of the legislation that made the federal estate tax exemption permanent at $15 million earlier this year (up to $30 million with portability for a married couple), there is only a very small number of taxpayers who must worry about federal estate and gift taxes moving forward. However, that doesn’t mean that…
Make Grandparents Day Special
Although it is natural to celebrate our grandparents every day, it is also nice to designate a special day for special appreciation too. An effort to do so nationally began with 9-year-old Russell Clapper writing a letter to President Nixon in 1969. It wasn’t as easy as just sending a child’s letter to create a…





