
Trusts & Estates
When it comes to estate planning, many individuals focus on passing assets to their children or spouses. However, including grandchildren […]
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A family vacation home is more than just a property—it’s a place where cherished memories are made, a retreat that […]
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Exiting a business is a significant milestone for any entrepreneur. Whether selling the business, passing it to heirs, or closing […]
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Divorce is a significant life transition that requires careful financial planning to ensure stability and long-term security. While the process […]
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Losing a loved one is an incredibly challenging experience, and grief can feel all-consuming. It’s important to lean on your […]
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Estate planning is a deeply personal endeavor, ensuring that the wealth you’ve built over a lifetime is preserved, protected, and […]
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For high-net-worth individuals and families, a private family foundation offers a unique way to manage charitable giving, foster a legacy […]
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Financial security is essential for everyone, including individuals with disabilities. However, stringent asset limits tied to eligibility for benefits like […]
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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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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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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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There are a few different documents that you can consider putting in place to help address how healthcare decisions may […]
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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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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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A prenuptial agreement (also referred to as a “prenup” or marital agreement) is a good planning step to consider before […]
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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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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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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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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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Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]
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Everyone knows the importance of estate planning in order to make sure that your family, business, and philanthropic priorities are […]
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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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A trust is an arrangement that allows a third party to control certain assets on behalf of a beneficiary. Trusts […]
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We tell our clients that when it comes to estate planning, the government already has a plan for your money. […]
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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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Planning for the transfer of wealth to younger generations is one of the most challenging processes facing successful families. To […]
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L. William Schmidt, Jr. Senior Trust Officer Usually, the primary focus of estate planning is preparing for the disposition […]
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By establishing a trust, you are building a foundation for the security and protection of your family. With the addition […]
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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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