Trust Tools & Resources

For your consideration, helpful information and educational material to assist you in exploring the possibility of a trust.

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What My Family Should Know

Keep track of your vital personal information in this booklet designed for use by your family or personal representative.
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Perspectives

Preparing for Travel? Estate Planning Considerations for “Just in Case”

Preparing for Travel? Estate Planning Considerations for “Just in Case”

A little preparation at home can make a meaningful difference if something unexpected happens during...
Make It Easy on Your Loved Ones: Plan for Your Digital Assets Now

Make It Easy on Your Loved Ones: Plan for Your Digital Assets Now

In today’s digital world, many of our most important records, memories, and conversations live onli...
The Unique Advantages of a Nevada Trust

The Unique Advantages of a Nevada Trust

Nevada offers highly flexible and tax-efficient trust options, making it an attractive choice for tr...
Is Your Estate Plan Current? Use the New Year to Get Your Plan in Order

Is Your Estate Plan Current? Use the New Year to Get Your Plan in Order

Creating or updating an estate plan is a frequently overlooked task on many to-do lists.
‘Tis the Season of Giving: The Many Benefits of Charitable Gifting

‘Tis the Season of Giving: The Many Benefits of Charitable Gifting

With the holiday season upon us, it is time to start thinking about how you can give back in a multi...
5 Benefits of a Special Needs Trust

5 Benefits of a Special Needs Trust

A special needs trust is a type of trust that enables a person living with a disability or other spe...
Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers

Leaving a Lasting Legacy: The Importance of Legacy Planning for Farmers

As a farmer, you know the importance of planning and preparation. Your daily work involves carefully...
What to Do When You Lose a Loved One: Actions to Take

What to Do When You Lose a Loved One: Actions to Take

Losing someone close to you can be extremely difficult—and even more overwhelming—if you are respo...
If Not Now, When? The Importance of Having a Will

If Not Now, When? The Importance of Having a Will

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your ...
Why You May Need a Trust, Regardless of Your Age or Net Worth

Why You May Need a Trust, Regardless of Your Age or Net Worth

You have worked hard to accumulate your wealth and, through thoughtful planning, you can also determ...