Lindsey Williams

Lead Advisor, Partner

Drawn to Malcolm Gladwell's work—particularly his debut book, The Tipping Point—Lindsey Williams, is a keen observer of investor behavior. Her insights on the Simple Truth blog help investors stay the course in achieving their long-term financial goals.

Financial Planning

Selecting the Right Trustee: Key Considerations for Your Trust

Lindsey Williams

| October 30, 2023

The Federal lifetime estate tax exemption is scheduled to sunset at the end of 2025. Barring any changes from Congress, the federal estate exemption is…

‘Tis the Season for Year-End Gifting

Lindsey Williams

| November 27, 2018

With the clock running down on 2019, you might be contemplating special gifts for your family. Whether you’d like to contribute to a 529 or establish a trust fund, you’ll want to keep a few tax guidelines in mind to maximize the joy of giving.