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2020 Financial Markets Update

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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 […]

Family looking over documents

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 […]

Young couple meeting with financial advisor in private meeting room

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 […]

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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, […]

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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 […]

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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. […]

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 […]

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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 […]

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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 […]

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Wyoming Asset Protection Trusts

December 4, 2015

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 […]