News, Comment & Analysis results for Trusts and Estates
Navigating The Evolving US Estate Planning Landscape
Among the topics covered here are the pros and cons of using large firms and boutiques to provide
Maximizing Your Client’s 2023 Year-End Tax Planning Benefits
As the end of another year comes into view, a regular writer for FWR considers structures and ideas
Successful Families: Transferring Assets And Values
The author of this article considers how, when families try to transfer wealth to future
AI And Estate Planning For Digital Assets
How are the technologies around AI, digital assets and other areas affecting considerations around
Five Reasons Why AI Should Not Be Used To Draft Estate Plans
Does it make sense to try and use AI tools for estate plans? The author of this article suggests
Gauging An Estate Plan’s Success
What tests should be run on estate plans to ensure that they work when times get tough? This
Planning For Tomorrow’s Peace of Mind: Considering Letters Of Wishes
Trustees and family members may face numerous decisions in the years ahead as they work to carry
The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession
The US TV drama, Succession, put the issues of family business transfer and inheritance into the
Planning For Estates That Contain Firearms
Firearms come with a variety of obligations and responsibilities, including legal ones. In the US,
Your Legacy: Why Inventories Are Essential Now And For Future Generations
"Fail to plan, plan to fail" is a motto that applies to much of life. One aspect of planning is
Comment & Analysis results for Trusts and Estates
Award Winners
WealthTalk - Awards Videos
WealthTechAsia Awards 2021 – UBS
Duration: 3.88m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK: UK Millionaires And Non-Doms Depart – The Impact
Duration: 18.25m
WealthTalk - Expert View Videos
WealthTalk – "Autocracy Risk" And What It Means For Investors
Duration: 15.90m