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...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...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...Aug 30, 2021 | Estate Planning & Administration
The probate process has long been associated with negative connotations and considered by some to be something that should be avoided at all costs. While some financial planners may recommend that those with larger estates try to keep property out of probate whenever...Aug 10, 2021 | Estate Planning & Administration
If you have an irrevocable trust, you may have named yourself as the current trustee and your spouse, partner, or other family member as co-trustee or successor trustee. Presumably, if you were to become incapacitated or die, your spouse, partner, or family member...