News results for Trusts and Estates
NextGen’s Quest And Wealth Management’s Role
FWR talks to the author of a book who thinks that programs aimed at NextGen family members may not
Navigating Estate Planning In Volatile Markets – Bessemer Trust
The authors conclude that choosing the most appropriate wealth-transfer strategy also requires the
Uncertainty Over US Estate, Gift Taxes – What HNW Clients Should Do
Political roadblocks in Congress mean that changes to estate and gift taxes have been put on hold,
CI Financial's US Arm Seeks South Dakota Trust Charter
These are busy times for CI Financial since it started to buy a large number of RIAs across the US
Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP
The world is becoming more complicated in certain ways, and that includes families and living
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 –
Comment & Analysis results for Trusts and Estates
Can I Leave My Truck To My Dog?
The author of this article argues that pet owners should act to have someone care for their animals
What's In Your Wallet? – Estate Planning For Cryptos, Tokens
How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth
A Master Exit Plan Protects Family Wealth For Generations
What sort of considerations apply when a business owner chooses to hand over the reins, either by
Choosing Your Estate Attorney – Part 1
This is the first half of a two-part article looking at the process of hiring an estate attorney
Should You Give Your Trustees A Test Run First?
The author of this article, a prominent figure in the industry, argues that testing trustees makes
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
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WEALTH TALK: India's Investment Power Can't Be Ignored
Duration: 14.73m
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WEALTH TALK: How Russia's Invasion Of Ukraine Might Affect Wealth Management
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WEALTH TALK: Gold, Yields And Hot Inflation
Duration: 15.93m