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Life, Work, and Money Podcast with Langley Respess and Alex Gillott

May 17, 2022 | Estate Planning & Administration, Understanding Trust Administration

Cumberland Trust’s Vice President and Director of Personal Trust Administration, Alex Gillott, recently joined UBS Advisor Langley Respess as a guest on his Life, Work, and Money podcast to discuss estate planning with trusts and examine the differences between...

The Importance of Updating Your Estate Plan

May 5, 2022 | Estate Planning & Administration

Taking the time to ensure your estate planning documents are accurate and up to date is equally as important as establishing an initial estate plan. Circumstances change over your lifetime and your estate planning documents should be updated as needed to reflect those...

Off The Wall Podcast: Corporate Trustees | Right For Your Estate Plan?

Apr 25, 2022 | Estate Planning & Administration, Understanding Trust Administration

Recently, Michelle Diamond, our Chief Development Officer, and Heather Savage, Senior Vice President and Business Development Officer, joined Monument Wealth’s Off The Wall podcast to discuss common estate planning scenarios and address misconceptions about...

2022 New Year’s Resolutions

Jan 6, 2022 | Estate Planning & Administration, For Families and Individuals

If you’re like many individuals this time of year, you’re starting the year off by creating a list of things you’d like to accomplish in 2022. Here are a few important items to consider adding to your list of New Year’s resolutions this year: Establish or review your...

Estate Planning and Wealth Transfer for Blended Families

Dec 7, 2021 | Estate Planning & Administration

Today, blended families (second marriages, multiple sets of children, etc.) are increasingly common. In fact, blended families are beginning to outnumber traditional families and almost 2,100 blended families form in the United States every day. At the same time, over...

Educating the Next Generation: Ensuring Your Family Legacy Continues

Nov 2, 2021 | Estate Planning & Administration

When it comes to estate planning, most people recognize the potential risks of giving too much, too quickly to the next generation. However, this begs the question, how can parents and grandparents teach their children and grandchildren to be good stewards of their...
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