Assured

When it comes to securing your financial legacy and ensuring your personal well-being, choosing the right trustee is a critical decision. At Assured Trust Company (ATC), we understand that relationships matter, and that includes the relationships you’ve already built...

Irish actor Colin Farrell, star of the TV crime drama “The Penguin,” made recent headlines in connection with his 21-year-old son James, who has a genetic developmental disability called Angelman syndrome. In an interview with Candis Magazine, Farrell explained why he...

Careful planning for the future of a loved one with special needs is one of the most critical life-protecting tasks you will ever provide for them. To approach the planning process in a meaningful and comprehensive way, consider the following 10 tips. These basic tips...

As it has for nearly 40 years, early March marks the beginning of Brain Injury Awareness Month. Brain injury, often referred to as traumatic brain injury (TBI), can range from mild concussions to severe damage and is caused by an impact to the head or the body. These...

Non-profit organizations (NPOs) are formed to fulfill a specific charitable, educational, religious, or other public service mission, rather than to generate profit for owners or shareholders. However, like for-profit businesses, non-profits must adhere to complex...

What is a Directed Trust? A Directed Trust is a type of trust structure that allows financial planners and other advisors to play an active role in the management and investment decisions while separating fiduciary responsibilities among different parties. Unlike...

Corporate fiduciaries, such as banks, trust companies, and wealth management firms, play a critical role in estate planning by helping individuals plan for the distribution of their assets, the management of trusts, and the settlement of estates. Estate planning is an...

Supplemental Security Income is a federal program administered by the Social Security Administration (SSA). It is designed to provide financial assistance to individuals with limited income and resources who are blind, disabled, or are age 65 or older. Supplemental...

Business succession planning is a critical aspect of estate planning, particularly for family-owned businesses, closely held corporations, and enterprises where ownership and management are intertwined. Corporate fiduciaries—such as banks, trust companies, and wealth...

Selecting a corporate fiduciary (or trustee) is a critical decision for individuals, families, and organizations who need expert trust administration services, estate planning expertise, and someone to oversee their overall wellbeing. The corporate fiduciary will be...