Insights
Thoughtful commentary in a complex world.
Explore market perspectives, tax and estate guidance, firm news, media appearances, and investment strategy insights from the JCIC team.
What is a Trusted Contact Person? How to Protect Your Financial Legacy
What is a trusted contact person, and do you really need one? Learn how this simple, confidential account safeguard acts as a vital layer of defense protecting your retirement portfolio against modern threats like online scams, identity theft, and cognitive decline.Explaining JCIC’s ‘Trusted Person’ initiative.