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

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.

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

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

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

Have you made your end-of-life wishes known? Creating a will is a crucial step in planning for your ...

Strategies to Minimize Taxes, Regardless of Your State of Residency

You probably selected your state of residency based on several factors, such as where you grew up, p...

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...

Foundation of Support: Special Needs Mean Special Planning

While all parents are concerned for their children’s well-being, parents of children with special n...

‘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...

Your Best New Year’s Resolution: Peace of Mind

With a new year comes New Year’s resolutions, and although we start the year with good intentions, ...