News, Comment & Analysis results for Trusts and Estates

Trust Estate
March 1, 2023

Should We Engage In Estate Planning for Assets We Hope Will Appreciate?

For a long time, in wealth planning and transfer conversations it has been taken for granted that

Trust Estate
February 14, 2023

Bequestors Need To Prepare Inheritors More Thoroughly – Study

The study, while not specifically about HNW and ultra-HNW clients, throws light on a major issue

Trust Estate
January 18, 2023

Argent Wins Contract To Run Raft Of Royalty Trusts

The work of managing mineral rights – often a source of new high net worth individuals – has

Trust Estate
January 6, 2023

Special Needs Trusts: Protecting The Whole Family With Wealth Planning

The authors of this article argue that trustees of special needs trusts should have a deep

Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when

Trust Estate
November 23, 2022

Sanctuary Wealth Firm Offers ESOPs Across Network

Employee Stock Ownership Plans are ways for firms' owners to manage often difficult areas such as

Trust Estate
September 7, 2022

How Children Of Wealthy Families Make Their Mark – A Conversation With Jamie Weiner

We talk to the writer of a book about how the offspring of prominent families carve out their own

Trust Estate
August 30, 2022

How Wealth Advisors, Clients Must Adopt "Bucket List" Mindset

This news service talks to The Colony Group, the US wealth management group, about an approach to

Trust Estate
August 29, 2022

Estate Planning For Clients With Personality Disorders

This article examines how clients' personality disorders must be understood and handled by wealth

Comment & Analysis results for Trusts and Estates