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2020 Financial Markets Update

Blog|Newsletter|Trusts and Estates

Man in suit meeting with an elderly couple to discuss naming a corporate trustee

What are the Benefits of Naming a Corporate Trustee?

March 1, 2022

If you have a trust in place (or have contemplated putting one in place), chances are you’ve thought about who […]

Last Will and Testament papers with glasses sitting on top

Looking Back – And Forward: New Tax Planning Paradigms

June 28, 2016

By William Schmidt, Senior Trust Officer It is estimated that roughly 80% of Americans have made no provision to transfer […]