Apr 1, 2024 | Estate Planning & Administration, For Families and Individuals
Ensuring the Family Legacy Continues As parents, we all want what’s best for our children. We work hard to provide them with financial support and prepare them for their future. For children of high-net-worth families, there’s an added layer of education...
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...
Sep 18, 2020 | Estate Planning & Administration, For Families and Individuals
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is a critical exercise for young families. Wills can be an important estate planning tool as they typically outline how surviving family members, such as a...
Sep 3, 2019 | For Families and Individuals, Understanding Trust Administration
In a revocable or living trust, the trust creator (or grantor) retains rights over the trust, including the ability to change or revoke the trust at any time. Under a revocable trust, the grantor is typically named as the primary beneficiary during his or...
Oct 31, 2018 | For Families and Individuals, Understanding Trust Administration
As a trust beneficiary with questions about your trust, you need a trust officer who understands and listens to you. At a traditional large bank, trust administrators may manage hundreds of accounts. When you reach out with a question, it’s likely you’ll...
