wealth protection - Dyer Bregman & Ferris, PLLC

Should You Include Cryptocurrency In Your Arizona Estate Plan?

Cryptocurrency has transformed the way many people invest, save, and build wealth. What once seemed like a niche digital experiment has become a significant financial asset for individuals across Arizona and throughout the United States. From Bitcoin and Ethereum to digital tokens, stablecoins, decentralized finance accounts, and blockchain-based investments, cryptocurrency ownership has become increasingly [...]

What Questions Should You Ask When Choosing A Trust Management Service?

Key Takeaways Asking the right questions when choosing a trust management service is crucial for making informed decisions and ensuring effective trust administration. Understanding a provider’s approach can go a long way toward demystifying processes and expectations. Proactively taking on trustee responsibilities, like legal and ethical obligations, will help avoid conflicts and create transparency [...]