Serving all 50 states with local offices in California, Florida, Illinois, Nebraska, New Mexico, Tennessee, Texas, and Virginia.
 Call Us (888) 992-4952
  My Account        0 items -$0.00

What Exactly is a Trust?

Legal websites are rampant with articles promoting the use of trusts and their value in avoiding the horrific, heinous probate process. In my experience as a trust officer, the overriding emotion that I noted when speaking with clients about trusts, and the entire estate planning process for that matter, was confusion. This is a valid […]

Read more

What is an Estate Plan?

In my years working as a Trust Officer, my clients would ask how often they needed to review and update their “estate plan”. For the wealthiest of that group, an estate plan could include a revocable trust, a Last Will and Testament, powers of attorney, a charitable trust, a family trust, a right to die […]

Read more

top