News & Insights
Trusted Ideas Blog
Writing a Letter of Intent
Often, a letter of intent can serve as a thoughtful reminder of your intentions and provide comfort and clarity to your family after your passing.
A Meaningful Gift to Leave Behind for Family Members and Loved Ones
The holiday season is upon us, and while this year’s celebrations and gatherings may be limited, we hope you are still able to enjoy the holidays...
Estate Planning 101 for Young Families
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is a critical exercise for young...
What is Probate and Should You Try to Avoid it?
Frequently, when individuals or families are contemplating wills, trusts, and an overall estate plan, the question of probate court comes up and how to bypass the probate process.
Preparing for Life After a Parent’s Death
While you may never be prepared for the loss of a parent, there are steps you can take to ease the burden of loss and make the transition easier...
During Uncertain Times Remember to Review Personal Documents
Having the necessary documents and a plan in place can help reduce stress, especially during challenging times.
Leaving a Philanthropic Legacy
Charitable planning is important to many families and can leave a lasting impact on organizations or causes that align with the family’s interests...
Avoid Charity Scams and Give Wisely this Holiday Season
At year-end, many people donate to charitable organizations. Unfortunately, there are fraudulent organizations that try to take advantage of holiday giving.
What is a Letter of Intent?
A letter of intent, sometimes called a letter of instruction, can be a helpful, more personal, addition to your estate planning documents.
Cumberland Trust in the News
Cumberland Trust Enlists Bedell James as Senior Vice President, Managing Director, Corporate Development, as Trust Company’s Success Continues
The addition of Bedell James as SVP, Managing Director, Corporate Development comes as the company continues to expand
Cumberland Trust Appoints David Murray as Managing Director, Corporate Development as Company Reaches $8 Billion in Assets Under Administration
Cumberland Trust, a Nashville-based independent trust company, announces the addition of David Murray to its Corporate Development team
Cumberland Trust Expands C-Suite with Promotions of Dan Jernigan and Asha Nivison
Cumberland Trust today announced the promotion of Dan Jernigan, Chief Compliance Officer and Corporate Secretary, and Asha Nivison,
Jennie Menzie Named CEO and President of Cumberland Trust
The Board of Directors of Cumberland Trust, an independent trust company, today announced the appointment of Jennie Menzie
Scott Kendrick Joins Cumberland Trust as Chief Financial Officer and Treasurer
Kendrick is the newest member of the firm's executive management team and will lead the accounting and finance
Cumberland Trust Reaches $6B in Assets Under Administration, Promotes Veteran Employees to Executive Management
The appointment of Chris Buckley and Lori Thoeny to the firm’s executive management team comes as the company
Bob Carville Joins Cumberland Trust as Business Development Officer in Tampa-St. Pete, FL
Carville will continue to expand Cumberland Trust’s presence in Florida with the estate planning community.
Shannon McGarrity Joins Cumberland Trust as Senior Vice President, Managing Director, Business Development
McGarrity will lead the development team as they connect clients and advisors with superior trust and estate services.
Cumberland Trust Appoints Debbie Schultz New Director of Special Needs Trust Administration
As Vice President and Director of Special Needs Trust Administration, Debbie Schultz will lead the company’s growing SNT
Jennie Menzie Named President of Cumberland Trust as Company Celebrates 20 Years in Business
Cumberland Trust today announced the appointment of Jennie Menzie as President.
Disclosures
This information is not intended to be and should not be treated as legal, investment, accounting or tax advice and is for informational purposes only. Readers, including professionals, should under no circumstances rely upon this information as a substitute for their own research or for obtaining specific legal, accounting or tax advice from their own counsel. All information discussed herein is current only as of the date appearing in this material and is subject to change at any time without notice.