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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • February 02, 2026

    5 Reasons to Choose an Independent Trustee Over a Family Member

    Why choosing an independent corporate trustee instead of a family member can help protect your estate and preserve personal relationships.

    Read the article

  • September 29, 2025

    Should You Have a Trust?

    Join Chief Planning Officer Jeffrey Levine, who breaks down the basics so you can better understand if a trust might be the right fit for your estate plan.

    Watch the video

  • May 27, 2025

    Will vs. Trust: Which Best Protects Your Wealth and Legacy?

    When it comes to securing your family’s future, both Last Wills and Testaments and Revocable Trusts offer unique advantages. But which one truly fits your needs?

    Read the article

  • March 17, 2025

    Costly Wealth Transfer Mistakes to Avoid

    Transferring wealth is a complex process that requires careful planning, clear communication, and regular updates. Your estate plan, which includes your legacy plan and trust documents, ensures that your wealth is distributed according to your wishes. However, without proper planning, costly mistakes—sometimes irreversible—can occur.

    Read the article

  • August 12, 2024

    Top Estate Planning Mistakes to Avoid

    A well-executed estate plan contains many moving parts that should align with your ever-evolving unique goals and circumstances.

    Read the article

  • June 04, 2024

    What You Need to Know When Inheriting an IRA

    In this session, Chief Planning Officer Jeffrey Levine discusses what IRA owners and their beneficiaries should know when transferring accounts to heirs.

    Watch the video

  • May 20, 2024

    Should You Hire a Professional to Manage Your Trust?

    If you have a trust as part of your overall estate plan, hiring a professional trustee can offer valuable benefits.

    Read the article

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