Ten Mistakes to Avoid in Managing Assets for EstatesTen Mistakes to Avoid in Managing Assets for Estates

David J. Yvars, Sr. is the Chief Executive Officer and Senior Portfolio Manager of The David J. Yvars Group, a Registered Investment Advisory (RIA) firm based in Valhalla, New York. The Yvars Group offers a full range of financial, portfolio and wealth management services and places great emphasis on giving unbiased, independent, objective advice. The firm concentrates its efforts in trusts and estates as well as handling customized portfolio management and financial planning for beneficiaries.