News results for Trusts and Estates
Planning Ahead For Illness, Disability
The author of this article is confronting the kind of necessary steps that people need to take and
Estate Planning In The Age Of Coronavirus
The silver lining in this crisis is the productive estate planning discussions we’re having with
Trusts: Upheavals And Innovations
A senior international figure in the trusts sector, with a close understanding of the industry in
Are Successful People Just "Luckier" Than Everyone Else?
A regular commentator in these pages confronts the notion that much wealth and success comes down
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
Transferring The Family Ranch, Farm To Next Generation
What issues come up in transferring assets such as farms and ranches to younger family members?
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
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
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
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
The Thin Line Between Advisor and Therapist
What is the dividing line between advising a client and offering what amounts to therapy? In many
WEALTH TALK: Focus On Communicating With NextGen Inheritors
The latest discussion of wealth industry topics.
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
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
Protecting Crypto-Currency With Trusts
A wealth management firm examines crypto-currency assets and how trusts and other structures can be
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,
Beyond The "Primary" Client: Understanding Financial Needs Of Spouses
Spouses are - shockingly - all too easily overlooked in wealth transfer conversations. The author
BOOK REVIEW: Freedom From Wealth By Charles Lowenhaupt
This news service reviews a new book addressing the ways to bestow and inherit wealth
Successful Estate Planning: Match All Assets, Documentation
This article works through some basics - and more detailed issues - around wills and estate
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 -
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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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WealthTalk - Expert View Videos
WEALTH TALK: More Greed Than Fear - Staying Disciplined In Frothy Markets
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