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November at Trust & Will

Thanksgiving, gratitude, and generational wealth 💰

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Thanksgiving, gratitude, and generational wealth 💰
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The Conservator

by Trust & Will

family

To starting new traditions

Last November, many of us were apart from our families, and forced to socially distance. This November is an opportunity to strengthen relationships and start new traditions. A chance to focus on giving and gratefulness.

When you're with your family this month, we encourage you to create a new Thanksgiving tradition... responsibly discuss the future. What planning needs to take place today to set your loved ones up for generations? What are you grateful for today? What about tomorrow? 

As for us, we're incredibly grateful for you being a member of Trust & Will. Thank you! We truly value you.

Start a New Tradition

Creating generational wealth 💰

Estate planning is the best way to create a plan of action for the most important people in our lives. It's about being responsible for our children and heirs (#adulting).

Want even more tips on making the best use of your Estate Plan? Check out our Learn Center where new helpful articles are posted daily.
 

What's trending 📈

If it's making news in estate planning, we'll cover it here.

 

Estate planning definitions

Unpacking what we're often asked about when it comes to your Estate Plan.

💼  "Trustee" — Think of this as the bank manager for your Estate. A Trustee is the named person who manages a Trust's assets. It's important this person always acts in the best interest of the Trust. Read more about this role and tips on how to choose the right person.

 

We're hiring

Want to join our team? We value our team like family and it shows — voted Inc. Magazine's 2021 Top Workplaces. We're growing fast and looking for talent. See our career opportunities here.

 

 

 

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