Trusts & Estates

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Happy children running to hug smiling grandfather in backyard, capturing love and togetherness in multi generational family on sunny summer day
Trusts & Estates
Including Grandchildren in Your Estate Plan: What to Know
When it comes to estate planning, many individuals focus on passing assets to their children or spouses. However, including grandchildren […]
Read more
Rear view of a couple relaxing in the chairs
Investment Management Trusts & Estates
How to Pass Down Your Family Vacation Home
A family vacation home is more than just a property—it’s a place where cherished memories are made, a retreat that […]
Read more
Conference table and chairs in modern meeting room
Commercial Banking Trusts & Estates
The Role of Trusts in Business Exit Planning
Exiting a business is a significant milestone for any entrepreneur. Whether selling the business, passing it to heirs, or closing […]
Read more
Mature real estate agent communicating with his customers on a meeting in the office.
Wealth Management Trusts & Estates
Essential Financial Considerations Before a Divorce Decree Is Finalized
Divorce is a significant life transition that requires careful financial planning to ensure stability and long-term security. While the process […]
Read more
3d, abstract, alone, art, artistic, artwork, blue, concept, conceptual, dark, depression, disorder, dream, dreamlike, emotion, fantastic, fantasy, feeling, freedom, hope, hopeless, idea, illustration, imagination, impossible, landscape, life, loneliness, lonely, lost, man, mental health, mind, minimal, mystery, nature, ocean, painting, people, philosophy, psychology, sad, scenery, sea, seascape, solitude, sorrow, surreal, water, wave
Investment Management Trusts & Estates Wealth Management
Navigating Financial Matters After Loss: A Guide to Stability and Planning
Losing a loved one is an incredibly challenging experience, and grief can feel all-consuming. It’s important to lean on your […]
Read more
Shot of a mature couple paying their bills online from home
Trusts & Estates
5 Ways to Use Annuities in Your Estate Plan
Estate planning is a deeply personal endeavor, ensuring that the wealth you’ve built over a lifetime is preserved, protected, and […]
Read more
Creating a Private Family Foundation Advantages and Disadvantages 1
Trusts & Estates Wealth Planning
Creating a Private Family Foundation: Advantages and Disadvantages
For high-net-worth individuals and families, a private family foundation offers a unique way to manage charitable giving, foster a legacy […]
Read more
iStock 1491038569
Trusts & Estates
Unlocking Financial Independence for People with Disabilities: Understanding ABLE Accounts
Financial security is essential for everyone, including individuals with disabilities. However, stringent asset limits tied to eligibility for benefits like […]
Read more
Concept art of choice success hope dream way business and ambition , surreal landscape painting, woman with floating road , imagination artwork, conceptual illustration, mystery scenery
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 […]
Read more
Sailing Boat Oil Painting
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 […]
Read more
Close up of married couple at a desk with the man using a pen to sign a document
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 […]
Read more
Smiling women in hospital bed and blue hospital gown laying on a hopsital bed and holding hands with her husband
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 […]
Read more
Elderly couple walking on the beach during low tide with the sunset and houses and rocks in the distance
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 […]
Read more
Well dressed couple holding pens and reading over a document
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 […]
Read more
Close up of people in an office taking notes on paper and a laptop
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 […]
Read more
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 […]
Read more
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 […]
Read more
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 […]
Read more
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 […]
Read more
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 […]
Read more
Older man sitting down looking at book holding chin while thinking
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 […]
Read more
Older couple on hill looking at the horizon
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 […]
Read more
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 […]
Read more
Family standing on hill holding hands while sun is setting
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. […]
Read more
business meeting with people pointing to graphs and charts
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 […]
Read more
Image of pen signing name
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 […]
Read more
Pen and signature
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 […]
Read more
Artwork of Denver Millennium Bridge in downtown Denver
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 […]
Read more
A lake with tall pine trees lining the lake and the Teton mountains in the background.
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 […]
Read more

[ajax_load_more container_type="div" post_type="post" posts_per_page="8" offset="8"]