Trust Insights & Resources

Being asked to serve as a client’s trustee can feel like one of the highest compliments an advisor can receive. The client trusts your judgment. You understand the family. You already know the assets, the plan, and the people involved. From the client’s perspective, asking you to step into the trustee role may seem like […]

A trust does not always have to be governed by the law of the state where the family lives. With the appropriate connection to another jurisdiction, often through the appointment of a trustee located there, families may be able to choose a state whose trust laws are better aligned with their planning goals. That choice […]

A wealth advisor can spend years building a relationship with a family. You know the history behind the plan, the family’s priorities, and the personalities involved. You may have helped the client navigate difficult markets, major life changes, business decisions, and conversations with the next generation. Then the client dies, the trust is funded, and […]

As the holiday season approaches, the spirit of generosity fills the air, prompting many of us to extend a helping hand to those in need. It’s the time of year when we come together to support charitable organizations, eager to make a difference in the lives of others. While giving is a wonderful way to […]

During National Estate Planning Awareness Week, it’s an ideal time to address some of the most prevalent misconceptions surrounding estate planning. Estate planning is a crucial process that helps you secure your financial future, protect your assets, and ensure your loved ones are taken care of after you’re gone. However, misconceptions can lead to misunderstandings, […]