News results for Trusts and Estates

Trust Estate
April 29, 2020

Planning Ahead For Illness, Disability

The author of this article is confronting the kind of necessary steps that people need to take and

Trust Estate
April 3, 2020

Estate Planning In The Age Of Coronavirus

The silver lining in this crisis is the productive estate planning discussions we’re having with

Trust Estate
March 30, 2020

Trusts: Upheavals And Innovations

A senior international figure in the trusts sector, with a close understanding of the industry in

Trust Estate
March 24, 2020

Are Successful People Just "Luckier" Than Everyone Else? 

A regular commentator in these pages confronts the notion that much wealth and success comes down

Trust Estate
March 23, 2020

OK, Gen Z And Millennials – Why Estate Planning Is Important

The author of this article tackles the ways that younger adult age cohorts should be encouraged to

Trust Estate
April 22, 2019

Transferring The Family Ranch, Farm To Next Generation

What issues come up in transferring assets such as farms and ranches to younger family members?

Trust Estate
March 8, 2019

Special Needs Children And Financial Planning - What Parents Must Know

On International Women's Day, this publication issues an interview with a US wealth management firm

Trust Estate
March 6, 2019

Family "Dynamics" Toughest Estate Planning Issue - Key Private Bank Study

The study comes at a time of continued discussion of how the industry handles an expected $30

Trust Estate
October 26, 2018

The “Queen Of Soul” Dies Without A Will – The Lessons

Yet another famous person has died without leaving a will, and this article explores the

Trust Estate
October 22, 2018

Why We Need Effective Wealth Inheritors

The wider community needs wealth inheritors to develop the right disciplines and make the most of

Comment & Analysis results for Trusts and Estates

Trust Estate
September 24, 2019

The Thin Line Between Advisor and Therapist

What is the dividing line between advising a client and offering what amounts to therapy? In many

Trust Estate
September 11, 2019

WEALTH TALK: Focus On Communicating With NextGen Inheritors

The latest discussion of wealth industry topics.

Trust Estate
September 11, 2019

We Need To Talk About Inheritance - But Too Many Don't

Authors of a recent report discuss what deters families from discussing wealth with their offspring

Trust Estate
June 28, 2019

Supreme Court Upholds Limits On States' Trust Tax Powers

A ruling from the US Supreme Court agreed that a beneficiary's residence in a state alone does not

Trust Estate
June 3, 2019

Protecting Crypto-Currency With Trusts

A wealth management firm examines crypto-currency assets and how trusts and other structures can be

Trust Estate
February 27, 2019

Limited Liability Companies And Trusts - What Risks Get Overlooked?

The comments come from Lynn Rasmussen, who is senior vice president and practice leader at Lockton,

Trust Estate
November 26, 2018

Beyond The "Primary" Client: Understanding Financial Needs Of Spouses

Spouses are - shockingly - all too easily overlooked in wealth transfer conversations. The author

Trust Estate
November 1, 2018

BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt

This news service reviews a new book addressing the ways to bestow and inherit wealth

Trust Estate
September 6, 2018

Successful Estate Planning: Match All Assets, Documentation

This article works through some basics - and more detailed issues - around wills and estate

Trust Estate
December 15, 2017

GUEST ARTICLE: Guardianship: Strategies for Minimizing Risk - Part 2

The first of a two-part article examining issues of guardianship and the proper - and improper -