Raising Children to Be Wise Stewards

Written by Bethany Frymire, Financial Advisor in Blue Trust's…

What is Your Materiality Threshold?

Written by Zack Fulmer, Managing Director of Blue Trust’s Orlando,…

The Case for Living on One Income and Saving the Other

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A simple idea can shape an entire financial future. A few…

Financial Advisor for Christian Women Shares Why She Wrote Women of Worth

Written by Bethany Frymire, Financial Advisor in Blue Trust's…

Preparing Today to Protect Tomorrow: Planning for Long-Term Care

Key Takeaways: Roughly 70% of adults over age 65 will need…

Estate Planning in a New Landscape: Opportunities for Families Near or Above the $30 Million Threshold

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

The Power of ILITs: Protecting Liquidity and Preserving Legacy in the $30 Million Exemption Era

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

SLATs, GRATs, and CRATs: Flexible Trust Strategies for Families Near or Above the $30 Million Threshold

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

Gifting Early-Stage Business Interests: Locking in Tax Savings Before Growth or Liquidity Events

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

Freezing Estate Value: How IDGTs Move Growth to the Next Generation Tax-Free

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

FLPs: Combining Control, Discounting, and Tax Efficiency

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

QPRTs: Passing Your Home to Heirs While Living in it for Years

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

From Strategy to Legacy: Building a Comprehensive Estate Plan in the $30M Exemption Era

Written by Ryan Anderson, Sr. Partner and Private Wealth Advisor,…

Why Having a Fiduciary Advisor Matters

We are proud to adhere to fiduciary standards in our work. Blue…

“Wisdom for Wealth. For Life.” Episode 45: Financial Planning Tips for Singles

Many adults are staying single longer than ever before.…

Five Questions to Ask When Receiving Financial Advice

Written by Michael Spencer, Financial Advisor in Blue Trust’s…

Decoding the One Big Beautiful Bill: What the New Tax Law Means for You

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With President Trump signing the One Big Beautiful Bill Act (OBBBA)…