Funding a Trust Now vs. Later

There are compelling reasons to fund a multigenerational trust while you are alive for the benefit of people you love and causes you believe in. And that’s especially true now, before 2026. Find out why from Kristi Mathisen (Director of Tax and Financial Planning) and Carla C. Wigen (Chief Operating Officer), based on their decades of experience advising on trusts.

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Read our paper,