Trusts & Estates

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Trusts & Estates
Estate Planning 101: Protecting Your Legacy Through Wealth Management
When it comes to securing your family’s future and ensuring that your legacy is protected, few steps are as essential […]
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Trusts & Estates
Year-End Trust and Estate Planning: What To Do To Close 2024
As 2024 draws to a close, it’s important to proactively update your trust and estate plans to reflect your current […]
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Trusts & Estates
What to Look for When Updating Your Estate Plan
When is the last time you reviewed your estate planning documents? If it’s been more than a couple of years […]
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Trusts & Estates
What is a Medical Power of Attorney
There are a few different documents that you can consider putting in place to help address how healthcare decisions may […]
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Trusts & Estates
Practical Steps and Strategies for Navigating the Estate Tax Sunset
Estate tax laws are a dynamic aspect of the financial landscape, and staying informed about changes is crucial for high-net-worth […]
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Trusts & Estates
What is Probate and Should It Be Avoided
Probate is the court procedure used to settle a deceased person’s estate and ultimately distribute any remaining assets to his […]
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Trusts & Estates
Planning with Prenuptial Agreements
A prenuptial agreement (also referred to as a “prenup” or marital agreement) is a good planning step to consider before […]
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Elderly couple in the kitchen looking at documents and their computer
Trusts & Estates
What is a Spousal Lifetime Access Trust (SLAT)?
Many people are looking for ways to utilize the current estate tax exemption amount (currently set at $12.91 million per […]
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An older couple discusses their plans with a corporate trustee.
Trusts & Estates
The Benefits of Naming a Corporate Trustee
If you have a trust in place (or have contemplated putting one in place), chances are you’ve thought about who […]
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A mature couple sitting in their kitchen reviewign paperwork and working on their estate plan
Trusts & Estates
Estate Planning for Closely-Held Business Owners
If you’re the owner of a closely-held business, chances are you’re so busy with the daily activities involved with running […]
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Man in suit meeting with an elderly couple to discuss naming a corporate trustee
Trusts & Estates
What are the Benefits of Naming a Corporate Trustee?
If you have a trust in place (or have contemplated putting one in place), chances are you’ve thought about who […]
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Older couple meeting with financial advisor
Investment Management Trusts & Estates
Important Differences Between a Will and a Trust
Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]
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Trusts & Estates
Write It Down: The Importance of Documenting Wishes
Everyone knows the importance of estate planning in order to make sure that your family, business, and philanthropic priorities are […]
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Trusts & Estates
How to Start a Conversation About Estate Planning
Legacy planning is often an uncomfortable conversation to have, but it’s one of the most important conversations you’ll ever strike […]
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Young couple meeting with financial advisor in private meeting room
Trusts & Estates
Should You Use a Trust for Estate Management?
A trust is an arrangement that allows a third party to control certain assets on behalf of a beneficiary. Trusts […]
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Trusts & Estates
Estate Planning Tips for Blended Families
We tell our clients that when it comes to estate planning, the government already has a plan for your money. […]
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Trusts & Estates
Choosing the Right Trust For You
When it comes to a long-term plan for investing your money, a trust can be a very useful tool. By […]
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Trusts & Estates
To Trustee Or Not To Trustee
Planning for the transfer of wealth to younger generations is one of the most challenging processes facing successful families.  To […]
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Trusts & Estates
Who Is in Charge when You No Longer Are?
L. William Schmidt, Jr. Senior Trust Officer   Usually, the primary focus of estate planning is preparing for the disposition […]
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Trusts & Estates
Why Wyoming Trusts
By establishing a trust, you are building a foundation for the security and protection of your family. With the addition […]
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Trusts & Estates
Wyoming Asset Protection Trusts
In our webinar, Director of Wealth Planning, Melissa Montgomery-Fitzsimmons, shares her insights into zero-tax state asset protection trusts and discusses how these sorts […]
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