BRIDGING THE GAP Eli’s Village Blog Introduction, Dr. Kathy Matthews, our new Vice President of Family Support & Services Planning at James River Wealth Advisors Eli’s Village Blog Introduction, Dr. Kathy Matthews, our new Vice President of Family Support &...
BRIDGING THE GAP Newsletter – 2nd Quarter 2020, From The Desk of Kristin Carleton JAMES RIVER ASSET MANAGEMENT, LLC. Newsletter 2nd Quarter August 2020 While Al is still recovering from his shoulder replacement, I am filling in on writing the quarterly...
BRIDGING THE GAP Charitable Remainder Unitrust – an Overview of an Important Financial Planning Tool The charitable remainder unitrust is a vehicle that is making a comeback after having gone out of favor. A CRUT is an irrevocable trust that can help you reach your...
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