News & Insights
Trusted Ideas Blog
People become single for a variety of reasons—widowhood, divorce, or never having been married. There is no one estate planning solution for every single person but having a plan in place is vital.
Cumberland Trust’s Vice President and Director of Personal Trust Administration, Alex Gillott, recently joined UBS Advisor Langley Respess as a guest on his Life, Work, and Money podcast.
Taking the time to ensure your estate planning documents are accurate and up to date is equally as important as establishing an initial estate plan.
Michelle Diamond, Chief Development Officer, and Heather Savage, SVP & Business Development Officer, joined the Off The Wall podcast to discuss common estate planning scenarios and address misconceptions about corporate trustees.
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.
Trusts can give a clear understanding of the division of assets after a grantor’s death while also caring for a surviving spouse and children separately and lessening any tension.
Preparing the next generation can help ensure your loved ones have a genuine understanding of the values that have helped to create the family legacy.
While some financial planners may recommend that those with larger estates try to keep property out of probate whenever possible, this is not a “one size fits all” solution.
By appointing a corporate co-trustee, an individual shares the responsibility of trusteeship with a corporate trustee like Cumberland Trust. This arrangement allows a family member to continue to play a role in the trust management, while Cumberland Trust provides the technical expertise.
Cumberland Trust in the News
McGarrity will lead the development team as they connect clients and advisors with superior trust and estate services.
As Vice President and Director of Special Needs Trust Administration, Debbie Schultz will lead the company’s growing SNT
Cumberland Trust today announced the appointment of Jennie Menzie as President.
This year, Cumberland Trust celebrates its 20th anniversary as an independent corporate fiduciary focused on client service and
Cumberland Trust announces the hiring of Shelly Donaldson as Vice President and Business Development Officer based in Atlanta. In her
Cumberland Trust is pleased to announce growth in Missouri with the hiring of Lisa Tesar as Vice President
Cumberland Trust will celebrate its 20th anniversary as a corporate trustee focused on client service and advisor collaboration.
Cumberland Trust, Nashville-based independent trust company, announced changes to its Administration, Corporate, and Operations leadership meant to maximize growth
This year, Cumberland Trust enters its twentieth year in business, and continues to be an experienced corporate trustee
Cumberland Trust has reached a new milestone and has expanded roles and responsibilities of the executive team to