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...
Estate planning can be complex, but every piece plays a role in protecting your clients’ legacy. While a trust serves as the legal foundation for preserving wealth, a grantor’s letter of intent adds personal insight that can guide loved ones long after your client is...
American retirees are expected to transfer more than $36 trillion to families, friends, nonprofits, and other beneficiaries over the next 30 years. Many individuals understand the importance of estate planning in creating future opportunities for their wealth...
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...
