Enhanced Planning Goes Above and Beyond

Most clients’ families will benefit from our service as an Administrative Trustee; HNW and UHNW clients will benefit from the services of an independent trustee to protect assets against the [...]

How to Keep Your Trust Updated, Part 3

A trust is an important asset for just about any family. But there is a multitude of problems that could undermine your goals. Borchers discusses what to look for when updating your trust – [...]