Arden Trust Company

Family businesses often carry legacies of hard work and passion—but ensuring a fair transition to the next generation can be challenging. One effective strategy to equalize the distribution among children is placing a family business into a partnership, creating both general and limited partnership shares. This approach not only promotes fairness but sets successors up for success. Learn more about how this strategy can work for your family: https://lnkd.in/gKm8TRKq

At Arden Trust, we provide seamless trust and estate solutions, affording the advisors that we work with more time to focus on managing clients' assets while we handle the complexities of trust administration. With our deep expertise in trustee services and tax planning, we manage each trust with the care and attention it deserves. Our goal is to help advisors protect clients' legacies, offering the flexibility and support needed for long-term success. Learn more about how Arden Trust can enhance the estate planning process: https://lnkd.in/gPN7gDXG

It's crucial to remind clients that divorce isn't just an emotional shift—it can significantly disrupt their estate plan. Beneficiaries, powers of attorney, and asset structures may no longer reflect their new circumstances. Proactively guiding clients through estate plan updates post-divorce is key to safeguarding their financial future. Connect with us today to learn how we can support you as you guide your clients through life changes: https://lnkd.in/df8VXDbr

Have your clients evaluated their estate plans in light of potential changes in the federal tax laws?

Curious how your clients' estate plans could be affected by the upcoming presidential election?   Theresa de Leon, our EVP and National Director of Sales, recently shared her thoughts with Kiplinger on how federal tax laws, and subsequently elections, can affect estate planning.    Read the full article here: https://lnkd.in/eAqhr3PW

Estate planning is a valuable service that our advisors provide.

Congratulations to our September employee of the month, Ray Becerra, CTFA! Ray shows incredible dedication to the team and consistently goes above and beyond, stepping in to handle extra responsibilities, proactively solving issues and mentoring colleagues. We applaud his team-oriented approach and the leadership skills he has demonstrated as a Trust Officer. #EmployeeRecognition

Curious how climate change will affect your financial future? Recent findings suggest that unprecedented environmental challenges are heavily impacting investments and financial strategies. Arden Trust is the first line of protection, dedicated to helping advisors and their clients understand these emerging risks and adapt their portfolios accordingly. Visit this article from InvestmentNews about how climate change is reshaping the investment landscape: https://lnkd.in/gY_yKnXR

Estate planning can be an emotional process, especially for children handling the estate of a deceased parent.    In a CNBC article, reporter Genna Contino discusses complications that can arise from unexpected surprises in an estate plan. An important piece of advice she calls out: "Don't write a will out of anger."    To explore Arden Trust's available materials on advising your clients in creating estate plans, visit our resources page: https://lnkd.in/gW2umaFr    Read the full article: https://lnkd.in/ereD9xvn

Maria Sturges, CTFA, ATFA at Arden Trust, discusses the traits of strong leaders, how to build trust and respect within teams, how we partner with and empower financial advisors, and the evolution of planning across the industry.    Learn more about our team and how we can support you here: https://lnkd.in/g2Tjfaxd