Events and Webinars
Watch this webinar recording to find out how trusts can be effectively used in your estate plan to manage taxes, protect wealth, and create a lasting legacy.
3/25/2026
PDF
An ILIT is an irrevocable trust created specifically for the purpose of being the owner, beneficiary, and payor of a life insurance policy.
6/25/2025
Blog
Trusts are powerful estate planning tools that offer control, privacy, and potential tax benefits. Learn how revocable, irrevocable, and testamentary trusts work—and which type might be right for your financial legacy.
2/23/2025
Blog
Explore how an intentionally defective grantor trust (IDGT) can reduce estate taxes, preserve wealth across generations, and leverage tax advantages for high-net-worth estate planning.
10/19/2021
Blog
Explore how a Spousal Lifetime Access Trust (SLAT) can reduce estate taxes, protect assets, and provide financial flexibility for high-net-worth families. Learn key benefits, tax strategies, and planning tips.
8/5/2020