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Thursday, December 17, 2009
Peace and Happiness
As we enter the Season of Peace & Joy, we would like to take the opportunity to make, in our last blog post of 2009, a wish that Peace and Happiness will find a permanent place among us this Season and in the year to come.
As in the classic Norman Rockwell illustration, may we all find our way safely home to the love and acceptance that define who we are.
All of us in the CMA family wish you and your family Peace and Happiness during the Festive Season and we look forward to welcoming the challenges and opportunities of 2010 together. posted by Charles Monat Associates at 3:12 PM | 0 comments
Tuesday, December 08, 2009
Picking a Trustee, Family or Banker?
Traditionally, most people have appointed family members, rather than bankers, to watch over the assets in their estates. But the turmoil in the the economy over the past 14 months has highlighted just how onerous the job of trustee can be. Not only are trustees charged with making sure assets are invested wisely; they also must be able to evaluate requests for distributions of cash to beneficiaries. In hard times like these, those requests can be both frequent and extremely touchy. Read more...posted by Charles Monat Associates at 12:03 PM | 0 comments
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