News & Insights

Talking to your family about your estate plans allows family members the chance to understand, appreciate, and support those decisions now and later after you are gone.

The Tennessee Investment Services Trust (TIST) is an irrevocable trust that allows the grantor to retain access and control over the assets placed in the trust, while at the same time protecting the assets from creditors.

Recently, Jennie Menzie, Cumberland Trust’s President, COO and Corporate Counsel joined host Phil Buchanan on Cannon Financial Institute’s Cannon Curve podcast to discuss improving the estate planning process for families and individuals.

As young adults start to make major life decisions, planning for the future is vital.

Shelly Donaldson, Cumberland Trust’s Vice President and Business Development Officer based in our Atlanta office, recently joined Signature Wealth...

Your estate plan should be customized to your needs, and online services do not offer the same personalized approach and attention to detail as an estate planning attorney.

A longer life-expectancy rate means that while women work to balance careers, caregiving, and life transitions, they may need to consider additional planning concerns.

The portability election allows a surviving spouse to use any estate and gift tax exemption remaining from the deceased person’s unused estate tax exemption along with their own.