Insights and Updates
Celebrating 20 Years
This week Fiduciary Partners Trust Company celebrates its 20th anniversary. What began as a unique idea between co-founders Kathy Perdzock and Pete Rogers has since bloomed into a successful firm comprised of 40 employees, 3 locations, and $1.5B in AUA. Throughout the decades, we have had the pleasure to work with thousands of clients, investment…
“I Need Help to Help My Mother”
The Problem: Cheryl Jones needs to simplify her life. Cheryl and Bob’s oldest child is now in college and the other two are in high school. Cheryl and Bob are grateful to have good jobs given the current economy – however, the last few years have been very demanding at work. Cheryl’s father is deceased…
Make a Will Month
August is “National Make a Will Month” We have recently discussed corporate fiduciaries, special needs trusts, and the differences and similarities between wills and revocable trusts. Although August is officially “National Make a Will Month,” we wanted to highlight the importance of estate plans – not just wills. For today’s post we have compiled a…
Key Differences in Wills and Trusts
Having an estate plan is incredibly important, regardless of your goals, family situation, or net worth. Well-designed estate plans may include a will, a revocable trust, or sometimes both. Now, what are some of the differences in wills and trusts? Wills Your will becomes a governing legal document upon your death. It allows you to…
Special Needs Trusts: What they are, What to Consider, and More
What is a Special Needs Trust? A special needs trust, sometimes called a supplemental needs trust (SNT), is an irrevocable trust that provides resources to enhance a disabled beneficiary’s quality of life without disqualifying the beneficiary from means-tested public benefit programs like Medicaid (MA) or Supplemental Security Income (SSI). The beneficiary does not own the…
Three Major Benefits of a Corporate Trustee
There are numerous decisions that need to be made throughout the estate planning process. One of the biggest decisions you will make is who to select as your trustee. Appointing a family member or a friend may seem like a great idea at the time, but it could turn into a costly mistake down the…
Tim Sugar Joins Fiduciary Partners
March 2, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Tim Sugar has joined the firm as Vice President. Tim will establish a new location for Fiduciary Partners in Madison, Wisconsin. Tim has almost 15 years of combined experience in trust administration and in practice as an estate planning attorney…
Ryan Valentine
Get to know Ryan Valentine, President of Fiduciary Partners.Bartel Promotion
February 25, 2021 (Appleton, Wisconsin) – Fiduciary Partners Trust Company is pleased to announce that Kristi Bartel has been promoted to Trust Officer. Kristi, having over 10 years of investment industry experience joined Fiduciary Partners in January 2018. Since joining the firm in 2018, Kristi has exemplified the qualities necessary to continue our firm’s growth….
“They’ll Help Me Settle Dad’s Estate”
The Problem: Jill was perplexed. She had just gotten off the phone with Robert, her father’s attorney. Her father had passed away a week before and Jill had just returned home from the funeral 200 miles away, not for a lack of things to do at her father’s home, but because her own business was…