Insights from Capital First Trust Company

Learn how Advisor Friendly Trusts, including Directed and Delegated Trust structures, help preserve advisor-client relationships while providing professional trust administration.

Discover why South Dakota is considered one of the nation's leading trust jurisdictions, offering flexibility, privacy, asset protection, and long-term planning advantages.

Choosing a trustee is one of the most important financial decisions you will ever make. A trustee is the individual or institution responsible for carrying out the terms of your trust—managing assets, making distributions, handling tax and legal obligations, and ultimately ensuring your wishes are honored.

This podcast discusses the tough process of pre-planning the death of a loved one by setting up final expenses from a Special Needs Trust.

In this podcast, James Creel and Shannon Laymon-Pecoraro talk about what to look for when considering a Special Needs Trust.