Visualize the accurate structure, content and value of a client's estate regardless of the number of family members, legal entities (trusts, corporations, partnerships and LLCs) and assets.

  • Trusts
  • Corporations
  • Partnerships
  • LLCs
  • Family Members


Collaborate with colleagues, clients and outside advisors. Work from the same information. View documents and financials, and receive updates directly from the source that generated it.

  • Colleagues
  • Accountants
  • Financial Advisors
  • Family Offices
  • Clients


Advise clients on a wider range of issues by having access to a complete set of information presented in a format that helps facilitate discussions, perform due diligence, spot issues, and identify solutions.

  • See the big picture
  • Spot Issues
  • Facilitate Discussions
  • Identify Solutions
  • Conduct Due Diligence





    Trust Protectors — What They Are And Why Probably Every Trust Should Have One

    The concept of a “trust” is fundamentally very simple: One person holds legal title to an asset for another. If I transfer title of the family farm to you, and say, “Hold this land for the benefit of my family,” then a trust has been created.

    Because the concept of the trust has expanded so greatly over the centuries, to where now large financial institutions often hold north of a billion dollars in trust, the concept has become daunting and lost its fundamental meaning for most folks. There are also myriad types of trusts: revocable and irrevocable trusts, grantor trusts, qualified trusts, lead trusts, life insurance and annuity trusts, unit trusts, and even the stupidly-named “intentionally defective trust”…

    Click here to view original web page at

The Difficult, Delicate Untangling of Our Parents’ Financial Lives

When my in-laws became too incapacitated to handle their own affairs, my wife and I took over. A year and a half later, we’re still trying to figure it all out.

“No, no, no, don’t transfer me to her again,” pleads my wife.

It is a typically frustrating moment in our family crisis, one that many grown children will have to face, ready or not: We are people in our 50s who are unraveling the finances of parents who can no longer do it themselves.

My wife, Julie, is on the phone with the company where her 82-year-old dad had once worked, trying to change the direct deposit of his pension checks to a bank closer to the assisted-living home where he and his wife now live, which is near us in Pennsylvania. Again and again, she is transferred to the person in charge, “Rose.” And every time, the same recording: “This number has been disconnected.”

In the room next to her, I see our once-usable sofa, covered with her parents’ financial papers from the 1960s to now. On the floor sit a metal tub and plastic cups of coins that we had hauled from the parents’ third-floor walk-up in Queens, New York—a small (but heavy) part of their lifetime of earning and saving, nearly all of it offline.

2015 Audited Financial Statements of United States (Just released)

[From the Independent Auditor’s Report on page 239 of the Financial Report of the United States Government for Fiscal Year 2015]

February 27, 2016

[To] The President,  The President of the Senate, The Speaker of the House of Representatives:

In our audits of the U.S. government’s consolidated financial statements as of and for the fiscal years ended September 30, 2015, and 2014, we found the following:

  • Certain material weaknesses1 in internal control over financial reporting and other limitations on the scope of our work resulted in conditions that continued to prevent us from expressing an opinion on the accompanying accrual-based consolidated financial statements as of and for the fiscal years ended September 30, 2015, and 2014.2
  • Significant uncertainties (discussed in Note 23 to the consolidated financial statements), primarily related to the achievement of projected reductions in Medicare cost growth, and a material weakness in internal control over financial reporting, prevented us from expressing an opinion on the sustainability financial statements,3 which consist of the 2015 Statement of Long-Term Fiscal Projections; the 2015, 2014, 2013, 2012, and 2011 Statements of Social Insurance; and the 2015 and 2014 Statements of Changes in Social Insurance Amounts.

Want to learn more?
Call to speak with
one of our team members.

+1 (646) 558-5651

Book an appointment with Legal & Financial Aggregation Technologies using SetMore

St. Louis | New York

Terms of Use
Privacy Policy