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Email Protection: Understanding Email Spoofing and Phishing Scams
Certified Anti-Money Laundering Specialist, Alan Stegeman, assures Adelphi Trust Company’s committment to privacy and safety.
August 21, 2025
You’ve worked hard to grow your wealth. We’re here to help you protect it and pass it on to those you love most.
Estate settlement is more than simply signing and filing your will with the court. It’s a comprehensive, detailed process that articulates your intentions in passing your assets down to beneficiaries in a way that provides comfort in challenging times and assistance navigating the uncertainty of milestones ahead. Working alongside your CPA and attorney, your fiduciary at Adelphi Trust Company ensures your wishes are carried out.
Maximize your wealth by minimizing taxes to leave your loved ones with the assurance they’ll be taken care of.
We work with your legal team as your trusted advisor to ensure your estate plan is designed to accomplish your goals.
Let Adelphi Trust Company ease the management of your legal and financial affairs to ensure your estate plan reflects your wishes and the legacy you hope to leave behind. Navigate complex estate laws and lessen the burden on your loved ones during a difficult time with proactive planning.
After spending decades of your life working and accumulating assets, an estate plan can ensure that wealth is preserved for your enjoyment and future generations as it passes on to your beneficiaries without a complicated and time-consuming legal process.
Probate is the legal analysis and process of settling an estate that occurs after someone passes away and may include paying off debts before distributing assets among beneficiaries. It can be a long and complex court-supervised process during a difficult time for families. Creating a trust and estate plan can help avoid probate.
You should review your estate planning documents (will, trust, health care surrogate, durable power of attorney and living will) every three to five years. Even if nothing significant has changed in your life, the laws around estate planning, taxes, and trusts can change and it’s wise to make sure your documents are still aligned with current best practices. In just a few short years, major milestones can occur in life that can require you to make important decisions regarding your health care, enjoying your retirement years, and providing for those you care about.
Below are some life events that may trigger a review and possible update to your estate planning documents:
Death or Incapacity: If a key person in your trust dies, an amendment may be necessary. Review your trust to determine whether an alternate is identified or if you need to appoint someone capable of accomplishing those responsibilities.
Divorce: If you or one of your beneficiaries divorces or gets married, you may need to change some of your estate planning documents.
Birth of Child or Grandchild: Addition of children or grandchildren to the family may also inspire you to change how you intend to distribute your assets at death.
Child becomes an Adult: When your child or grandchild hits the age of majority or maturity level, it may require a change in your documents.
Financial Change: If your financial situation changes for any reason, you may need to conduct additional planning. For example, if you sell a business, buy a business, or inherit funds.
Get the latest news and resources from Adelphi Trust Company.
Certified Anti-Money Laundering Specialist, Alan Stegeman, assures Adelphi Trust Company’s committment to privacy and safety.
Tampa, Fla., May 6, 2025– Adelphi Trust Company is proud to announce that CEO and
Tampa, Fla., March 26, 2025– Adelphi Trust Company is pleased to share that Gentry Barnett