Building trust: How to ease tension between trustees and beneficiaries

A surprisingly simple solution to the complex, but common, concerns raised by beneficiaries.

In a world of ever-changing financial markets and family dynamics, flexibility is key.

Government programs can make valuable contributions to a person’s quality of life.

Alter ego trusts serve as the cornerstone of many modern estate plans. They offer a variety of attractive features for both you and your beneficiaries.

Simple steps you can take today to preserve family wealth for generations to come.

Digital assets are often dismissed as trivial or insignificant. But they could make meaningful contributions to the legacy you leave behind.

Breaking down the emotional barriers to sharing wealth.

With a bit of guidance and preparation, trusts offer a creative approach to helping younger generations enjoy the benefits of owning their first home.

Balancing your family’s long-standing values with the challenges younger generations face in today’s world can be tough. Discover how our innovative trusts can help build better plans for transferring your wealth.