TRUST & ESTATE SERVICES

High Housing Prices Throw Estate Plans Off Balance

Passing down the family home figures large in many estate plans. See how high prices can spark family disputes and why now’s the time to revisit your best intentions.

01.29.2019 - David Cieslowski, Vice President, Private Wealth Counselor

High Housing Prices Throw Estate Plans Off Balance

By David M. Cieslowski

The family home—whether a castle, a house, a farm, a cottage—has always played a central role in estate planning. In some cultures, the “who gets it” decision has long been automatic. The family property went to the eldest son.

Today, that special place is still prominent in estate planning. However, we believe changing lifestyles and soaring real estate prices are sparking the need to carefully reconsider its next steps. Taking a second look at how the family home is passed down can mean the difference between leaving a healthy legacy and breaking down treasured relationships.

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TRUST & ESTATE SERVICES

Locked Out Without Your Help

04.25.2019 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

Fact: When you die, your photos, videos and other important files could be permanently inaccessible to your family. You can avoid this by following a few simple steps.

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TRUST & ESTATE SERVICES

Making the Best of an Arranged Relationship

01.29.2019 Thomas E. Junkin, Senior Vice President, Personal Trust Services and Operations

The relationship between a trustee and beneficiary is unique. Learn some steps that can help build common ground and address tensions before, and as, they arise.

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