For many high-net-worth and ultra-high-net-worth individuals, legacy planning goes beyond asset transfer. It’s about creating a lasting impact—one that reflects deeply held values and shapes the future in meaningful ways. Gifting, as part of an overall wealth transfer...
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. ...
