New trust rules mean beneficiaries can automatically become settlors if there’s more than $25,000 in their beneficiary account. This has the potential to put your assets at risk, so consider making changes now.
New Trust Reporting Requirements
How to Say NO if You’re a YES Person!
It is important to know what you are aiming for and in order to reach your goals, it's essential that you say no when needed. You should only be saying yes if the opportunity aligns with your vision of where life will take you. According to Paul Graham, “We’ll increasingly be defined by what we say no to”.
