Blended families are increasingly common—nearly 40% of U.S. households include a partner with children from a previous relationship, according to the U.S. Census Bureau. In fact, 1,300 new stepfamilies are formed every day. With evolving family dynamics come unique...
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...
