Website: https://cumberlandtrust.com/
Email: info@cumberlandtrust.comPhone: 615-783-2540
Twitter: @CumberlandTrust
Since recording this episode Jaclyn Berry has left Cumberland Trust. Please use the above contact information when you reach out to learn more.
"At Cumberland Trust, we work as a part of your family’s team of advisors. We collaborate with your accountant, estate planning attorney, and financial advisor to help guide the wealth transfer process and to maximize the benefits to both you and your loved ones. Since 2001, we have focused on people, their needs, and their values - not money management. Our role as a corporate trustee is truly independent and our approach centers on our clients.
You worked hard to build your legacy. At Cumberland Trust, we work to protect that legacy and to ensure your trust provides for your beneficiaries in the many years to come."
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For more information about True North Disability Planning you can find us here:
Web: https://truenorthdisabilityplanning.com/
Blog - https://ejorgensenwordpresscom.wordpress.com
Podcast (ABC's of Disability Planning) - https://anchor.fm/abcs-disability-planning
Waypoints - https://waypoints.substack.com/
Facebook: @TrueNorthDisabilityPlanning
Twitter: @NeedsNavigator
Resource store (free downloads too) - https://www.teacherspayteachers.com/Store/True-North-Disability-Planning
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Introduction to Cumberland Trust