by Credent Wealth Management | Nov 13, 2023
A trust is an instrument set up to hold the property of an individual, often called the grantor, for one or more designated beneficiaries. The following glossary provides a brief description of various types of trusts. Because trusts are complex, it is...
by Credent Wealth Management | Nov 13, 2023
Business Owners Must Stay Ahead of Daily Events and Keep the End in Mind Building a business is kind of like being a parent. You start with an infant enterprise that needs constant attention and often deprives you of sleep, absorbs a big chunk of your savings, and...
by Credent Wealth Management | Nov 13, 2023
In unpredictable economic times, many donors may be wary of making large donations of cash, even to charities they would otherwise like to support. Nonprofits are, therefore, increasingly encouraging donors to make gifts of non-liquid assets, including real estate....
by Credent Wealth Management | Nov 13, 2023
Are you a business owner thinking about exiting your company? Which exit strategy will benefit you most? It’s a tough move to undo, and you should know the pluses and minuses going in. While the number of exit routes seems unending, you generally choose from only...
by Credent Wealth Management | Nov 7, 2023
Holiday planning often centers on not overspending. While it’s wise to budget and prepare for expenses, there is more you can do to savor the season. Here are five tips to plan for a meaningful, charitable, stress-free, and safe holiday. 1. Plan for a...
