Welcome to Advanced Trustee Strategies
ATS specializes in multi-generational estate planning. Our experienced team is dedicated to helping you learn about and implement advanced strategies to manage and pass on your wealth in the most effective manner.
Our experienced team is dedicated to educating and guiding you and your family members with great care and compassion throughout every phase of the planning process.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Being healthy not only makes you feel good, it may also help you financially.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Here's a breakdown of how the federal government spends your tax money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There’s an alarming difference between perception and reality for current and future retirees.
Three things to consider before dipping into retirement savings to pay for college.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Are you ready for retirement? Here are five words you should consider.