by Suzanne Scott | Sep 21, 2025 | Trust
When a marriage ends, the emotional toll is rarely the only challenge. Financial complexities often loom large, particularly when trusts are involved. Whether you’re the grantor, trustee, or beneficiary, understanding how trusts intersect with divorce can make...
by Katherine Bakes | Sep 17, 2025 | Trust
Estate planning is the heart-to-heart talk we all procrastinate, but once you recognize how beneficial estate planning documents can be for the people you adore, you’ll want to make an appointment to draft your documents ASAP. Taking the time to create a trust should...
by Chelsie Keller | Aug 20, 2025 | Trust
Ever wondered what a ‘trust fund’ actually is? While the image of the rich and famous might come to mind, the reality of a legal trust is a bit more nuanced (and not always super rich). Briefly, a trust is a way to pass down assets to someone while you’re alive...
by Katherine Bakes | May 3, 2025 | Trust, Will
Think estate planning is for the elderly? Think again. Estate planning is for pretty much anyone 18 years or older, regardless of age or net worth. Whether you have $1,000 or $1 million, creating a will or trust is a smart way to ensure your assets are distributed...
by Nicole Sheehey | Jan 13, 2025 | Trust, Will
Spoiler alert: Trusts and wills are both estate planning tools that say what should happen to your assets. A will is the more basic of the two. It goes into effect when you die and lays out asset distribution, final arrangements, and guardians for kids and pets. A...
by Nicole Sheehey | Jan 12, 2025 | Trust
With the growing 50+ population, estate planning tools and needs are on the rise, and that includes trusts. A trust is a complex legal tool that helps someone transfer their property to someone else but maintain some level of control over what happens to it. Here’s a...
