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Category Archives: Trust Services

  HomeWarburton Capital Management  |  Our Blog  |  Trust Services
Categories corporate trustee Trust Services

Portability: Weird and Wonderful

The simplicity and complexity of Portability often creates unintended consequences. Let's discuss how to steer clear of traps for the unwary and antic...
Posted on July 25, 2022 July 14, 2022
Estate planning
Categories Consulting Trust Services

Effective estate planning beyond taxes

Let’s face it, most people will not owe estate tax in the current estate tax environment. With an estate tax free amount of $12 million for individu...
Posted on June 13, 2022 June 13, 2022
Categories Trust Services

Making Important Family Decisions

Planning for a family’s transfer of their wealth, plans for incapacity, and executing on those plans can be a significant challenge for both clients...
Posted on April 5, 2022 April 12, 2022
Categories corporate trustee Trust Services

Choosing the right Executor or Trustee

Selecting the right executor or trustee is a big decision facing everyone creating an estate plan. Putting some thoughtful consideration into the choi...
Posted on March 8, 2022 February 18, 2022
Categories corporate trustee Trust Services

Taking care of the kids: Creating a trust for minors

One of the greatest feelings for parents or grandparents in life is the ability to share one’s wealth with children or grandchildren. It can also be...
Posted on January 31, 2022 January 28, 2022
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