Trust MattersALL TOPICS

[view in e-news format] Ah, spring! A season of renewal, growth, and opportunity. Just as you might plant seeds in your garden, it’s an excellent time to sow the seeds for the future of your trust. Trusts are living documents that require attention and upkeep, especially as life circumstances evolve. Let’s dig into some trust revisions that could be beneficial …

[view in e-news format] As winter wraps the world in its chilly embrace, it’s a season that encourages reflection, generosity, and thoughtful planning. Just as the fall article explored the educational trusts that ensure a legacy of learning, today, we delve into two vital aspects of trust planning: charitable trusts and legacy wealth. These are the gifts that keep on …

[view in e-news format] Think about all that we do online nowadays – shopping, banking, listening to music, making travel plans across the country or across town. We live much of our lives online, including communicating with loved ones, friends and co-workers. All of those activities are protected by passwords or biometrics (facial or fingerprint scans). But if a person …

[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 that all of your related documents are up to date. Let’s review some of the most common questions to help you get through the process. Balance Sheets What are the benefits of keeping a personal …

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 supporting any disability related expense. Together, they can provide comprehensive support for an individual with a disability. Why create a Special Needs Trust? Special Needs Trusts are created to protect the government benefits of a …

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 about preserving a legacy and unique way of life. The U.S. Department of Agriculture National Agricultural Statistics Service reports that family-owned farms account for 97 percent of the 2.1 million farms in the U.S. Yet …