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How to prepare for your trust planning meeting
What you need to know to make your first meeting with an estate planning attorney as successful as possible.
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Trust planning: How to handle the emotions involved
Four strategies to help make the trust planning process easier for everyone.
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5 potential benefits of a trust
When you create a trust, you set up ways to take care of the people you love when you’re no longer able to.
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article
Estate planning strategies to optimize your family wealth transfer
High net worth families have a vested interest in maintaining generational wealth. Here are five estate planning strategies to explore.
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A guide to family estate planning
An open dialogue with family members can help you craft a thoughtful, detailed estate plan.
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Questions for beneficiaries to ask about trusts
Find out what to ask the grantor and the trustee to take your next steps with confidence.
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article
How to choose a trustee of a trust
Naming your trustee is a critical step in setting up a trust.
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article
Why put land in a trust?
Farm and ranch landowners run several risks when they fail to make a transition plan. Putting a land trust in place is one step to consider.
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article
How to set up a trust
A trust requires careful administration, but setting one up is a fairly simple process that generally involves five steps.
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article
Types of trusts: Choosing the right one for you
The kind of trust you select should reflect your unique wishes for how your assets are handled now and in the future.
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article
Financial planning considerations when inflation and interest rates are changing
Sticky inflation and higher interest rates create both challenges and opportunities for investors. These tactical considerations can help you navigate today’s unique market dynamics.
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video
Trust terms you need to know
Understanding common terms can help you feel more confident in your trust planning.
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