Blogs

One of the secrets to a good trust is an educated beneficiary. This is not to say that the best […]

Advisor-friendly trust companies prioritize trust and education and are both solution- and customer-oriented.

Explore the fiduciary duties of a directed trustee in managing compliance, record keeping, reporting, and administration of directed trusts.

While for many years now families have embraced the concept of silent trusts, some twenty years later we are discovering […]

On March 1, 2024, the Northern District of Alabama declared the Corporate Transparency Act (the “Act”) unconstitutional. In the case, […]

Explore ESG investing in family trusts, aligning investments with values for environmental, social, and governance impact. Learn strategies for effective implementation and communication.

A new concept in estate planning, well-being trusts are primarily focused on the long-term wellbeing and happiness of the beneficiaries, addressing some of the shortcomings of more traditional trusts.

We go over the best states for personal trusts, covering major considerations like taxes, privacy, asset protection, decanting, and types of trusts.

Our team traveled around the country this year to sponsor and attend estate planning and trust events, and share our expertise and knowledge through seminars and panels.