Every family’s financial picture is unique—and so are their goals for preserving and protecting wealth. Fortunately, today’s estate planning landscape offers powerful tools for trust administration and asset protection tailored to meet those needs. Community Property...
A Premier Destination for Trust Administration With a new round of legislative updates to the Tennessee Trust Code having taken effect on July 1, 2025, the state reaffirms its commitment to making Tennessee a premier destination for modern trust administration. ...
Philanthropic giving is a common goal for many individuals. The choice to give is often fueled by the desire to unite the family and establish a legacy with their favorite charitable causes. Other times, a significant shift in wealth (due to retirement or selling a...
For families supporting a loved one with special needs, receiving a financial settlement can feel like both a blessing and a challenge. While the funds offer security and new opportunities, they can also create unexpected financial and legal complexities. For...
Many corporate trustees follow a rigid, one-size-fits-all approach that may not align with family offices’ personalized, high-touch service. However, the right corporate trustee can seamlessly extend the family office, offering objective trust administration...
One in five American families cares for a loved one with special needs. An important tool families can use when planning for the individual’s quality of life without the primary caregiver is a Third-Party Special Needs Trust (third-party SNT). This type of trust...
