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January at Trust & Will

New year, new name

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New year, new name
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Trust & Will Tribune

2021

We’re here for it.

Estate planning had a moment last year... From pop culture shows, to podcasts and news events, it seemed as if everyone was talking about estate planning. And this trend isn’t slowing down anytime soon.

Something that used to be hush, hush and only talked about behind closed doors is becoming acceptable. Finances are discussed at holiday gatherings. Tough questions are asked in our everyday interactions.

Keep it up. These conversations with friends and family about their futures are so important.

For articles and tips on how to better have these conversations, check out our Learn Center, where new posts are added daily.

Read More Tips

7️⃣ Things to Do This Year

Financial resolutions, webinars, and more:

  1. Binge —  Watch Succession, the Shrink Next Door, and other binge-worthy estate planning shows
     
  2. Update All your passwords. Findings from our survey with 1Password and Willful 
     
  3. Fund Your Trust. Parents, some helpful trust funding tips

  4. Choose The right Executor. See why this role is so important

  5. Claim Your inheritance? Find out if you have an unclaimed inheritance 
     
  6. Add A contingent Beneficiary. Who would be second in line to receive the assets of your Estate? 
     
  7. Attend This free webinar! We teamed up with Maple for this online event: Setting Up Your Children for Financial Success 

 

Estate planning definitions

Unpacking commonly asked questions about your Estate Plan.

🏦   "Totten Trust" — "My bank recommended a Totten Trust, what is that?", "Can I name a bank account as a beneficiary?"

We answer these questions and many more. A Totten Trust is a special type of bank account with a named beneficiary.

In the news 🗞️

USA Today featured Trust & Will's Head of Legal, Patrick Hicks, in this article on best practices for passing real estate down to family members. This post covers tax implications, gifting of property, and more.

 

Join the team...

We're hiring! 45+ new employees last year and we aren't slowing down. We value our team like family and it shows — voted Inc. Magazine's 2021 Top Workplaces. See our career opportunities here.

 

 

 

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