A Guide to Our Trust Services

A Guide to Our Trust Services

At their beginning in the 14th century, trusts were used to to defeat the rigid rules of passing on property and the taxes imposed. As the nature of wealth has changed, so has the nature of trusts. Today, trusts are flexible tools for managing financial assets, such...
5 Reasons for a Trust

5 Reasons for a Trust

A trust plays a crucial role in thoughtful estate planning. You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need...