With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...

With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...

With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...

With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...

With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...

With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...

With the election over and the congressional makeup decided, we are all hoping to start gaining some clarity on what to expect on the tax policy landscape. In fact, we are beginning to see some action, as campaign promises become bills. However, there is still a great deal of uncertainty as we wait and watch the legislative process unfold. For those considering wealth transfer, the most...

This is the first blog in a three-part series that focuses on fiduciary considerations for grantors, beneficiaries and trustees of trusts. Like other sound financial management and stewardship tactics, trusts are about planning for the future and planning for the ones you love. While you may think of trusts primarily as a part of planning for what happens to your wealth when you die, you may...