Category: Trust Matters

If you own a family business and have not yet created an estate plan that includes a very detailed and well-thought-out succession plan for your

Charitable Trusts can be a flexible and efficient piece of a philanthropically inclined individual’s financial plan. Charitable Remainder Trusts have historically been used to create

Scholarship trusts are a form of charitable trust with the specific philanthropic intent of funding education for a select group of students. While a scholarship

Pet Trusts are a valuable planning tool to provide for the care and welfare of our animals in the event of our disability or death.