News results for Trusts and Estates
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
Estate Planning After New US Tax Legislation
The major tax changes enacted into law late last year continue to have an impact on estate
Why Your Child’s 18th Birthday is Different - and How to Plan For It
From a wealth planning protection and planning point of view, what considerations do families face
Cultivating Talent, Planning For The Great Wealth Transfer
There is a lot of work to be done by firms and individuals to manage the great wealth transfer
Low Trust, Communications Destroy Family Wealth - White Paper
The US firm has examined why so many family fortunes vanish.
Next-Gen Can't Bet On $30 Trillion Transfer - Pershing
Counting on a massive transfer of wealth from Baby Boomer parents? Don't count on it, a financial
Comment & Analysis results for Trusts and Estates
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 -
GUEST ARTICLE: Guardianship: Strategies For Minimizing Risk - Part 1
The first of a two-part article examining issues of guardianship and the proper - and improper -
GUEST ARTICLE: Wealth Inheritors In An Age Of Anxiety
A paradox of great inherited wealth is that this can rob people of the adventure of chasing the
As World Demands Transparency, US Trusts Sector Remains Haven Of Privacy
A handful of states in the US are setting the pace as trusts jurisdictions, enjoying benefits,
INTERVIEW: Private Trust Companies Are "En-Vogue" But Not Appropriate For All Wealthy Families
Perspecta Trust talks about how - despite being “very much en-vogue right now” - private trust
INTERVIEW: Tennessee: An Increasingly Friendly State For Trust Law
Tennessee is one of the top US states for wealthy families looking to protect - and maintain