Jul 20, 2022 | Estate Planning & Administration
Marriage is a significant life event that typically results in changes to financial responsibilities and legal rights. However, while couples may share mutual assets—such as bank accounts, personal property, or real estate—it is still essential for both spouses to...Jun 28, 2022 | Estate Planning & Administration
Many people wait to prioritize estate planning until marriage or children, but estate planning is equally important for single people. While some single individuals may not need a will to provide protection for a spouse, partner, or minor children, they do need to...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...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...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...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...