Important Differences Between a Will and a Trust
May 9, 2021
Determining what happens to your assets after your death is one of the fundamental aspects of responsible estate planning. Various […]
The GST Tax on Non-Exempt Trusts: What Your Family Needs to Know
April 21, 2020
If you’ve put any thought into estate planning, you’ve no doubt run into the acronym GST. It stands for “generation-skipping […]
Should You Use a Trust for Estate Management?
April 4, 2020
A trust is an arrangement that allows a third party to control certain assets on behalf of a beneficiary. Trusts […]
Why You Need a Tax Bypass Trust
February 19, 2020
We like to tell our clients that when you die, your money goes one of three places: to your descendants, […]
How To Protect Your Family Business in a Divorce
February 10, 2017
Regional President Dan Thompson, CFP®, recently wrote an article for MarketWatch, discussing how you can protect your family business during […]
Who Is in Charge when You No Longer Are?
September 26, 2016
L. William Schmidt, Jr. Senior Trust Officer Usually, the primary focus of estate planning is preparing for the disposition […]
When Dementia Threatens Your Money
August 25, 2016
The number of Americans suffering from Alzheimer’s and dementia is expected to rise as Baby Boomers and Gen Xer’s age. […]
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 […]
Another Lesson from Prince’s Death: You May Want to Bank Your DNA
June 21, 2016
Should wealthy individuals putting together their estate plan take DNA tests and keep the results in a secure and admissible […]
Built a Big Estate Without Heirs?
December 22, 2015
In communities such as Aspen, Colorado, there can be both great wealth and great need. In a recent article for […]