#trustmanagement

​In this video, Anna Burr dives into the heart of succession planning. It isn’t just about legal documents or tax strategies; it’s about protecting the legacy you’ve built and ensuring your family stays strong through the transition. We explore the tough conversations that need to happen now so that the future remains bright for the next generation.

​In this video, I’m sitting down to talk openly about what guardianship really looks like for adult children with disabilities—and more importantly, the alternatives that might actually serve your family better. We often think guardianship is the only way to keep our children safe, but sometimes, a "one size fits all" legal approach can unintentionally dim the light of the very person we are trying to protect.

​In this video, I’m sitting down to talk openly about what guardianship really looks like for adult children with disabilities—and more importantly, the alternatives that might actually serve your family better. We often think guardianship is the only way to keep our children safe, but sometimes, a "one size fits all" legal approach can unintentionally dim the light of the very person we are trying to protect.

​In this video, I’m opening up about how you can actually protect your legacy. We’re moving past the confusing legal jargon to talk about the real tools—like healthcare directives and asset protection trusts—that act as a safety net for your family. It’s about more than just money; it’s about making sure you’re taken care of on your own terms and giving your loved ones the gift of certainty during difficult times.

​In this video, we’re sitting down to talk about something that sounds technical but is actually very personal: Co-Trustees. Think of a co-trustee as a "succession partner." We often feel like we have to carry the weight of our estate planning alone, but you don't have to. I’ll walk you through why bringing someone else into the fold can be a beautiful way to ensure checks and balances, share the emotional load, and keep things running smoothly for your heirs.

I just watched a great video on the benefits of adding a co-trustee to your estate plan. It explains how a co-trustee can offer checks and balances, while also covering the potential downsides. If you're planning your estate, this video is a must-watch!"

In this video, we explain why adding a co-trustee to your estate plan can be a smart decision. A co-trustee can help share responsibilities,

Came across this while exploring: https://comptes.in/blogs/choosing-the-right-trust-fund-management-software-for-your-trust