Why Most UHNW Families Have the Right Trusts and the Wrong Mix
August 11, 2026
By Benjamin Trujillo and Elizabeth Sheehan For most ultra-high net worth (UHNW) families, the question isn’t whether or…
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The Personal Representative Role Basic Responsibilities
May 21, 2024
By Kelly Moore, Vice President of Estate Planning and Trust Services Being named as Personal Representative can often ap…
Simplifying the SECURE Act and What it Means for Your Estate Plan
February 6, 2020
Many estate plans need to be adjusted after the government made major changes to how retirement plans are accessed, taxe…