The Cypress Private Wealth team is delighted to introduce our external partner Alessandro Chesser as our dedicated Estate Planning Specialist. His mission is to offer Estate Planning guidance and guide people throughout the entire process, from inception to finish. The old way of creating and maintaining a Trust involves lawyers, notaries, 3-ring binders, and safe deposit boxes.

From the moment you open your first bank account, get your first job, buy your first home, start a business, get married, or have your first child, a best practice is to have a Trust.

The best time to do this is as early as possible in your adult life cycle. Because the longer you wait > the more assets you acquire > the more complicated it will be to transfer those assets into your Trust. Some institutions such as venture capital firms may even charge thousands of dollars to retitle your investments from your individual name to the name of your Trust. If you already have a Trust at the point of acquiring these assets, you can immediately title the assets in the name of your Trust and never have to worry about retitling fees or extra time spent.

.

**Alessandro is not an associate of Cadaret Grant & Co. Inc.