Estate Planning

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A pocket watch and small figurines of two older people stand on a document titled "Last Will and Testament".
Trusts are powerful legal tools that enable individuals to manage and distribute their assets according to their wishes, even beyond their lifetime. Selecting a successor trustee — the individual or entity responsible for administering the trust in the event of your death or incapacitation— is a pivotal decision in the trust creation process. The successor trustee is responsible for managing and eventually distributing the trust’s assets to beneficiaries.
A person wearing a military uniform, seated on the grass outdoors, with trees and a body of water in the background.
It’s been ten years since my Dad passed away. But I’ll never forget the experience of caring for my parents through their last years. So this month’s webinar on the aging process and long-term care is an especially poignant one for me. In memory my own caregiving experience – and in the hope that it might help other adult children facing their parents’ decline….

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Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)
A laptop screen displaying a financial management dashboard with account balances, net worth, investment details, and financial goals for users named James and Stephanie Chaplin.

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending
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  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications