by Damon Bivek | Dec 29, 2025 | Trust
Creating a trust feels like crafting a thoughtful bridge between your intentions and the future. Yes, a trust is a legal formality, but it’s also an act of love and responsibility. By creating a trust, you’re intentionally planning for your estate, your family, and...
by Nicole Sheehey | Dec 28, 2025 | Trust
When you think about a trust, you’re really thinking about safeguarding your values, not just your valuables. Trusts give you a unique way to send your intentions forward, whether that means protecting the family home, scaling a business legacy, or preserving a...
by Stephen Lebovitz | Dec 20, 2025 | Trust, Will
There’s something quietly reassuring about estate planning when it’s done thoughtfully, not just in terms of fairness, but in creating and fostering privacy. Whether you’re raising a young family in the suburbs or retiring in a lakeside town, you deserve to protect...
by Gregory Gilston | Nov 2, 2025 | Trust
When most people hear the word trust, they either think of their grandmother’s estate plan or a complicated structure designed only for the ultra-wealthy. In reality, trusts are remarkably flexible, widely used, and, if done correctly, powerful tools for protecting...
by Cary Jacobson | Oct 31, 2025 | Trust
You’ve spent years building a family along with your business, your home, or the nest egg you plan to pass on, and now it’s time to ensure those hard-earned assets are protected. Trusts are one of the most elegant ways to do that. But before you draft yours, you need...
by Paul Moretti | Oct 29, 2025 | Trust, Will
When it comes to estate planning, most people think of a last will and testament or a trust. But what about the unsung hero that ties these two together? Enter the pour-over will. If a revocable living trust is the star quarterback of your estate plan, the pour-over...
