News results for Trusts and Estates
As Inflation Worries Grow, Time For Charitable Lead Trusts?
The author of this article examines what tools wealth managers working with HNW clients can and
Envestnet Adds Alaska-Based Firm To Trust Service Exchange
The trusts services platform enables clients to create a trust in a specific jurisdiction - such as
HNW Investors In Tax Firing Line - Wealth Managers' Comments
Householders making more than $400,000 are going to see higher taxes, putting a premium on smart
As World Evolves, So Must Your Family Legacy Plan
The author argues that business succession planning is not just about building and transitioning
Envestnet Offering Aims To Ease Estate, Trust Planning Pain
At a time when inter-generational wealth transfer – amounting to tens of trillions of dollars –
Estate, Tax Planning Top US Family Office Priorities
The private client law firm, which works with family offices and other wealthy clients, said estate
Politics, Markets Create Super-Busy Tax, Estate Planning Season
Now that the Senate races are over, we take another look at the tax and estate planning landscape
Pandemic Sharpens Estate Planning Awareness - Wide Gaps Remain
As historical examples show, out-of-date wills, sloppy or non-existent estate planning and a
Estate Tax Planning Holds Sway, Eyes On Georgia
FWR continues its conversations with wealth managers following last November's elections and with
Pandemic Accelerates Wealth, Estate Planning
High net worth and ultra-HNW clients in the US have brought forward their wealth, asset transfer
Comment & Analysis results for Trusts and Estates
Wealth, Business Transfer Talks - Starting Is The Hardest Part
We read a lot about "intergenerational wealth transfer" but it is important to note that the most
Who Gets My Bitcoin (And Other Blockchain Assets)?
The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and
Translating Private Foundations To Common Law World
There are reasons to be optimistic about transplantating the private foundation to the common law
Talking About Wealth: Interview With Jennifer Risher
How can families adjust to making a fortune without bending normal relationships out of shape and
What’s In A Name? Handling Intellectual Property In Life And Death
This article delves into the world of intellectual property rights and how these fit into areas
Art Markets are Bullish: What's The Value Of Art In Your Estate?
Holding artworks as part of an estate raises a number of considerations when it comes to transfer,
Navigating Complexities Of Fairness And Equality In Family Enterprises
Treating family members equally is not always the same as treating them fairly, and vice versa. To
The Rise Of The Convenience Generation
This article argues that the younger generation of HNW individuals prizes convenience over chasing
The Wealth Holder’s Dilemma: To Help Or Not Help Children Financially?
A major issue for HNW families is whether or when to help their children with money. Should they
Freedom From Wealth, Aging - Why Priorities Matter
Preparation starts with setting priorities. What is most important and what can be forsaken as
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WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: Focus On How To Value True Integration In Family Offices
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WEALTH TALK: More Greed Than Fear - Staying Disciplined In Frothy Markets
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