Articles To instill a profound sense of well being, excitement and trust in all whom we touch, through the creation of lasting legacies in a fun and comfortable environment that captures the dreams and aspirations of our clients for their families and businesses. |
Estate Planning Your Estate Plan ... Information on estate planning tools and documents Funding and Administering Your Trust ... Information on transferring assets to your trust and trust operations Trusts Made Simple ... The legal and financial issues associated with trusts can at times feel overwhelming. To help distill some of those arcane concepts to an easily understood level, this article will provide a simple illustration for some of the concepts that we apply regularly during the estate planning process. How to Maximize Federal Protection of Your Bank Accounts ... Thanks to a recent FDIC rule, the owner of a living trust account is insured for up to $100,000 per beneficiary, provided three requirements are met. Guidelines for the Individual Trustee ... Information for the individual trustee on duties and obligations in administering a trust
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