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 [...]

Retirement plan trusts (RPTs) are standalone, revocable trust arrangements whereby the retirement accounts (traditional and Roth IRAs, 401(k), 403(b), and other “qualified” plans) received by a [...]

Planning is important when you wish to pass down a vacation home to your heirs. An heirloom agreement is a binding agreement that provides the rules for how co-owners will use, share, maintain, [...]

On May 23, 2019, the House passed the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act by a vote of 417 to 3, sending it off to the Senate where it is expected to be approved [...]

Possessing immunity to any form of physical harm. Impenetrable. Unable to be broken or suffer pain. With the power of invincibility, you could literally take a bullet for your spouse, shovel 16 [...]

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 – [...]