Estate Planning | Christine Hause, Vice President, Senior Wealth Strategist

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Estate Planning Retirement

The Benefits of Establishing Florida Residency and Its Impact on Your Estate

If you're considering making Florida your permanent home, you’re not alone. According to Consumer Affairs, “… in 2023, the state’s population grew by..

group photo of a happy hispanic family - grandparents, parents and young granddaughter with sunlight shining down from behind them

Estate Planning

Writing a Comprehensive Will: A Step-by-Step Guide

Creating a will is something one often procrastinates about, assuming there’s plenty of time to do so. It can be overwhelming to think about, and you..

Estate Planning Managing your Wealth

Preventing Your Treasures from Turning into a Loved One's Headache

We all have read about or seen someone on Antiques Roadshow who had a family's collection of coins or garage sale find that turned out to be worth..

Frustrated retirement aged woman staring at her computer, trying to handle her estate and trusts alone.

Estate Planning Managing your Wealth Retirement

What is a Corporate Trustee and Why on Earth Do I Need One?

If you are like many people, you may have seen or heard the term Corporate Trustee (or Corporate Fiduciary) and immediately assumed, “I don’t have..