The Quorum Private Wealth guide to trusts

The term trust (or trust funds) is so broad it can often be misinterpreted, which means many people aren't fully aprised of how trusts work or when they're helpful.

Blog

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06.17.2025

Long-term healthcare and your legacy

Most of us will need some form of long-term care as we age. These expenses (rarely covered by health insurance) can ruin your legacy if you don't plan for them.

Blog

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05.14.2025

Do you have an estate plan?

An estate plan can help create security for your family, regardless of your circumstances. We debunk some common misconceptions and explore what goes into an estate plan.

Blog

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10.08.2024

How GRATs work

Grantor retained annuity trusts (GRATs) are a type of irrevocable trust that can help manage the tax impact of an IPO, the sale of a business, or a similar event.

Blog

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06.16.2025

How to build generational wealth

A recent study showed 70% of wealth is lost in the first generational transfer, and a full 90% by the third. We look at ways to avoid the trap and build a legacy.

Blog

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03.03.2025

For assistance, please contact Quorum directly at 925-488-0000