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How Much Cash Should a Trust Hold? A Fiduciary’s Brief Intro to Liquidity Management
For fiduciaries managing assets, determining the right amount of cash to hold is a balancing act between liquidity needs, investment...
Robert Schetty
4 days ago3 min read
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Tariffs, Trade, and the Levers of Power
Free trade absolutists deride tariffs as exclusively inflationary, cost-inefficient, and disproportionately burdensome to the poor. And...
Robert Schetty
Mar 114 min read
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A Token for Your Thoughts
One of the questions we've been receiving with increasing frequency at Castfirm is the tokenization of assets, particularly stocks and...
Robert Schetty
Feb 64 min read
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Information is commoditized. Getting the right advice is a differentiator.
Social media is laden with blogs and articles that offer generic information about investing, succession planning, estates, tax laws,...
James Rudolph
Mar 28, 20242 min read
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Privacy Please? Matthew Perry's Will Names the Executors of His Estate and a $1 Million Trust with a Legendary Hollywood Link
Estate planning is a difficult thing to grapple with since there are many unknowns and it's designed for a world that you are no longer a...
James Rudolph
Mar 12, 20241 min read
48 views
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CTA Ruled Unconstitutional
The Corporate Transparency Act On Friday, March 1, 2024, in National Small Bus. United v. Yellen, Judge Liles C. Burke of the United...
James Rudolph
Mar 4, 20242 min read
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The plan is, there is no plan...
Everyone needs an estate plan. The saying goes, however, that everyone has an estate plan. It’s true. If you don’t make your own estate...
James Rudolph
Jan 30, 20242 min read
115 views
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