Planning for the future of a family member with special needs is a deeply personal and often overwhelming responsibility. For many families, the complexities of trust administration, long-term care planning, and securing financial resources create significant stress....
Navigating family transition with aging adults can be difficult. Emotionally charged conversations and tough decisions can often challenge harmony for older adults and across generations. One way to avoid these frustrations is to begin planning early, combining the...
Here are four examples of how Cumberland Trust’s collaborative and personalized approach to trust administration has helped families navigate complex situations, preserve harmony, and protect generational wealth. Case Study #1: Restoring Stability and Financial...
Receiving a financial settlement or lump-sum payment can be life-changing for an individual with special needs. While it may provide a path toward financial security, it also comes with significant challenges. Without careful planning, these funds could...
As a client’s family expanded with the blessing of grandchildren, details surrounding the gifting of family ranch land grew more complex. Selling the beloved property was not an option, so how could the client preserve the ranch and continue to share it with their...
