Wills, Trusts, & POAs

These conversations are designed to bring clarity to foundational financial and life planning topics that you or your loved ones may be thinking about, beginning to navigate, or wanting to understand more fully. In our February session, we will focus on a topic that touches every family at some point: The basics of wills, trusts, and powers of attorney. To guide this conversation, we are pleased to welcome Thomas McCuiston, a valued partner and attorney who brings thoughtful insight into how these documents work and why they matter. Together, we will outline practical considerations, common misconceptions, and steps to help your family prepare with intention.