Your personal net worth and estate planning evangelist.

What is a Revocable Trust?

Trusts are separate legal entities set up by people to manage their assets. Trusts are set up during the owner's lifetime to ensure that assets are used or shared in ways the owners deem fit.

Understanding Investable Assets & Non-investable Assets

Imagine having an emergency like losing your job and needing cash. Your investable assets can be easily converted to cash to meet these needs. In addition, your investable assets can be quickly reinvested in other assets without having to wait or months to find a willing buyer.

How to Organize and Track DeFi Portfolio

DeFi aims to eliminate the need for intermediaries in financial transactions using technology. Among the components of DeFi are stable coins and use cases, as well as a software stack that enables application development. DeFi's infrastructure and use cases are still being developed.