Florida

Resources and Insights

• Trust-held Special Assets: Residential Real Estate - One of the most common Special Assets held in trust is the beneficiary-occupied home. Cumberland Trust’s Special Assets Administration team, along with trust administrators, work with clients to ensure that these homes are properly managed, maintained, and insured.  READ MORE
• What is Probate and Should You Try to Avoid it? - Frequently, when individuals or families are contemplating wills, trusts, and an overall estate plan, the question of probate court comes up and how to bypass the probate process. READ MORE
• Financial Fraud in the U.S. – Watch out for these Common Scams Targeting Seniors - Sadly, elder abuse continues to be a growing problem. During tax season, there can be an uptick in elder financial abuse and fraud scams. READ MORE