Nov 21, 2022 | Estate Planning & Administration
As Thanksgiving and end of year holidays approach, consider taking a few moments of the time you spend with your family this season to discuss your estate plans. American families are growing increasingly geographically distant, so family gatherings during the...
Nov 15, 2022 | Estate Planning & Administration
Asset protection is often a primary concern for many people when they evaluate their estate planning goals. A Domestic Asset Protection Trust (DAPT) may serve as an effective trust solution for individuals seeking to preserve, protect, and provide for themselves and...
Nov 8, 2022 | Estate Planning & Administration
Recently, Jennie Menzie, Cumberland Trust’s President, COO and Corporate Counsel joined host Phil Buchanan on Cannon Financial Institute’s Cannon Curve podcast. The pair discussed the estate planning process for families and individuals, and the importance...
Oct 18, 2022 | Distinctive Care, Estate Planning & Administration
Most people understand the value of a Last Will and Testament due to the inevitability of death, but individuals are often less likely to plan for the possibility that they might become mentally or physically incapacitated and unable to manage their own finances and...
Sep 27, 2022 | Estate Planning & Administration
Turning 18-years old is an important milestone for children and their parents. At this age, children begin to take on many responsibilities, including making financial, legal, medical, and other major life decisions for themselves. While children are minors, parents...
Sep 6, 2022 | Estate Planning & Administration
Shelly Donaldson, Cumberland Trust’s Vice President and Business Development Officer based in our Atlanta office, recently joined Signature Wealth Management Group as a guest on the Up and to the Right podcast. Shelly joined estate planning attorney Rob Petmecky to...
