Personal Trust Blog
Why Choosing the Right Trustee is Critical
A lifetime is spent accumulating knowledge and financial security. How an individual passes that forward to the next generation takes thought and planning. Establishing a...
Estate Planning: Something New
COVID-19 is impacting people in unanticipated ways. Google Trends (see chart below) is showing a significant increase in estate planning searches as people reflect upon...
How the SECURE Act Changes Estate Planning
As you are preparing for your family’s financial future, you must not only look at your ongoing retirement contributions, but any inheritance that you may...
