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Off The Wall

Mar 30, 2022

What is a corporate trustee? And should you be considering one as part of your estate plan?


Michelle Diamond and Heather Savage with Cumberland Trust make the case that corporate trustees are worth considering regardless of your net worth—people are fallible, family dynamics are complex, administering a trust is a...

Mar 10, 2022

Business owners: listen to this episode! Valuation expert Chris Anderson, Managing Director at Intrinsic, shares his expertise on valuing closely-held businesses for sale, succession planning, and gift and estate tax planning. He explains what a valuation is based on—and why what you think your business is worth may...