https://youtu.be/ZjTImZdcFwg Our staff is all working from home currently, and one thing we know is that we are all in this together. During the season when we would be traveling to conferences and looking our best, we are staying home and staying safe. But our team REALLY needs some haircuts,
Our team had a great time attending The NEW Illinois Trust Code: A Generation in the Making conference in Chicago hosted by The Illinois Institute for Continuing Legal Education (IICLE). We met with several people that had also gathered to learn about the new Illinois House Bill 1471 signed by
From the grey skies of St. Louis Mo. to warm and sunny St. Petersburg, Florida; our leadership team headed out early Tuesday morning to the Stetson 2019 National Conference on Special Needs Planning and Special Needs Trusts. The conference started with sessions pertaining particularly to Pooled Trusts, and the Colvent
“DIY Patch leads to costly claim” Another successful Home Assessment and another black mold issue that will cause a costly insurance claim. Colvent Group was called in to complete a Home Assessment on a 4 year old trust-owned home that was not yet under our maintenance program. During this assessment
“Just as Colvent Group left the Association of Trust Organizations (ATO) conference, we are preparing for the Stetson Special Needs Conference in Tampa Florida next week. We always enjoy meeting new people and speaking with trust organizations about their specific real estate and vehicle needs. We will update with pictures
At 4:45pm on a Friday in the middle of August a call came through from a property in South Georgia, the air conditioning had stopped working. With the heat index hitting 110* there were serious concern for the beneficiary due to their special health concerns. Once the technician is onsite,
120 mph barreling towards 15 properties in your portfolio. From your office all you can do is sit and watch as the durable assets you’re responsible for stand in line destined for disaster. You’ve successfully assisted your clients with evacuation. You’ve ensured they are safely located away from impending doom.