Before creating a living trust, it is advisable to consult with an estate planning attorney to discuss specific needs and ...

A survivor’s trust is a type of trust that is used in estate planning as part of a joint trust arrangement. It is typically ...

With the open enrollment season underway, now is an ideal time to revisit your estate plan. Small adjustments can make a big difference for you and your loved ones. Let’s look at what should be at the ...

By introducing best-in-class estate planning documents to our platform ... Trustate’s new estate planning features were developed with direct input from leading trusts and estates professionals. By ...

The best way to be sure that your thoughtful estate planning will work as anticipated ... recent asset growth and acquisitions, any new trusts or trust decantings, and family member changes.

Estate planning can be complicated at the best of times, but when you do not have family members to name in your powers of attorney or will, you should consider a trust company. Keep in mind that ...

This session of the Private Client West Cost Forum 2024 discussed best avenues for family offices and their advisors to consider when managing ...

Estate planning is one of the most crucial yet often overlooked aspects of personal financial planning Whether you are looking to create a will establish a trust or designate powers of attorney ensuri ...