Innovative Approaches to Modern Estate Planning
Secure your family's future with tailored estate planning. Trusts, wills, and durable powers of attorney are essential for protecting your loved ones and addressing unique challenges.
Estate Planning: Not Only for the Rich and Famous
Many individuals believe that estate planning is only for the very wealthy and required to save on estate taxes. However, an estate plan can be so much more.
Trust Terminology
Explore the essential vocabulary of trusts, including the roles of trustees and beneficiaries, and the differences between revocable and irrevocable trusts.
Estate Planning for Executives
Find out how top executives navigate complex financial landscapes, from estate planning to retirement. Ensure a seamless transition into retirement with an integrated approach and a team of advisors focused on your best interests.
Estate Planning for Landowners
When a family owns land, it can mean many things to different members of the family. Working with a team of professionals to plan for your estate is an important decision to reach the desired outcome for your legacy property.
Women and Their Role as Financial Decision Makers
Women are a large part of the workforce. They are often times directly involved in their households’ investment and financial decisions.
Probate Avoidance and the Revocable Living Trust
Probate can be public, time consuming, and expensive. But, it can also be easily avoided when the proper steps are taken.
Tax & Estate Strategies: What Is a GRAT and Do You Need One?
While Grantor Retained Annuity Trusts (GRAT) can seem complex to some, they can really be simple when broken down. Because GRATs have the potential to provide significant tax benefits when interest rates are low, today’s interest rate environment may provide a good opportunity.
What If Something Happens To You Tomorrow? | Central Trust
Incapacity can befall anyone at any time. The best way to protect your family and assets in the event that disability strikes is to take the necessary steps when there is no doubt that you are fully capable of acting on your own behalf.
The SECURE Act & Your Estate Plan
The rules regarding withdrawals from inherited IRAs dramatically changed for IRA beneficiaries with the SECURE Act, passed just before 2020.