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...