AARP BankSafe Recognition

Squam Lakes Financial Advisors is proud to announce that we have earned the AARP BankSafe Trained Seal in recognition of the training and policies we have in place to better protect older Americans from financial exploitation. Learn more at

What’s an Accredited Estate Planner?

National Association of Estate Planners & Councils

The AEP® designation is conferred upon those individuals who meet its stringent admission standards which include, among other things, significant prior experience in estate planning activities and material formal education in the subject matter.

Estate Planning for Beginners – Part 5: Credit Shelter Trusts

Credit Shelter Trusts

The takeaway here should be the value of using a Credit Shelter Trust as a tool in our planning. Does it play into every estate plan? Of course not. Should it be a consideration? Absolutely. As planners, we need to understand when and where it “may be” appropriate.

What is Fiduciary Duty?

What is a fiduciary?

A “Fiduciary Duty” is an obligation to act in the best interest of another party. A “Fiduciary” is a person acting in a fiduciary capacity and is held to a high standard of honesty and full disclosure in regard to the client and must not obtain a personal benefit at the expense of the client.