Assured

At Assured Trust Company, we know that true peace of mind for families goes beyond financial security. That’s why our clients have exclusive access to care management services through Assured Care Company (ACC), our dedicated partner in providing compassionate,...

The Achieving a Better Life Experience (ABLE) Act, enacted in 2014, revolutionized financial planning for people with disabilities by allowing them to save money in tax-advantaged accounts without jeopardizing their eligibility for critical public benefits such...

For individuals with special needs or intellectual and developmental disabilities (IDD), government benefits such as Supplemental Security Income (SSI) and Medicaid are often essential to maintaining quality of life. These benefits can cover vital expenses including...

Families are built on love and shared history, but they’re not immune to disagreement, especially when money, caregiving, or legacy decisions are involved. During emotionally charged times, such as the death or illness of a parent or the transition of wealth between...

When it comes to administering a trust, not all assets are created equal. While liquid assets like cash and publicly traded securities are straightforward to manage, many families hold illiquid assets, such as real estate, closely held businesses, mineral interests,...

When planning for the future, both your own and your family’s, few decisions are more meaningful than how your wealth will be managed and passed on. Thoughtful legacy planning ensures that your assets support the people and causes you care about, in the way you...

At Assured Trust Company, we understand that trust administration is more than managing assets, fulfilling fiduciary duties, or navigating legal and tax requirements. For individuals who are aging, living with a disability, or otherwise unable to fully care for...

Navigating the responsibilities of trust administration can be overwhelming for families, highlighted during times of loss, transition, or conflict. This is especially true for families caring for a loved one with a disability. From legal complexities and tax filings...

When it comes to effective trust administration, the role of the corporate trustee often takes center stage, ensuring the trust is carried out according to its terms, maintaining legal and fiduciary compliance, and supporting the needs of the beneficiary. However, one...

For families of children with disabilities, planning for a lifetime of support is both a practical necessity and a compassionate act. Similarly, families may face unexpected challenges when a loved one suddenly experiences a significant change in physical or mental...