Category: Trust Matters

[view in e-news format] As part of your annual spring cleaning, take some time to reassess your financial goals and long-term plans, and make sure

A Special Needs Trust is a powerful tool to provide supplemental support to wrap around government benefits. An ABLE account can enhance public benefits by

Ranches, dairies, timberlands, wineries, and cranberry bogs are unique to our area. Such businesses are more than a way of making a living. They are

If you own a family business and have not yet created an estate plan that includes a very detailed and well-thought-out succession plan for your

Charitable Trusts can be a flexible and efficient piece of a philanthropically inclined individual’s financial plan. Charitable Remainder Trusts have historically been used to create

Scholarship trusts are a form of charitable trust with the specific philanthropic intent of funding education for a select group of students. While a scholarship

Pet Trusts are a valuable planning tool to provide for the care and welfare of our animals in the event of our disability or death.