News, Comment & Analysis results for Trusts and Estates
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
Upcoming Changes To FDIC Deposit Insurance For Accounts Owned By Trusts
The Federal Deposit Insurance Corporation has announced that it will be changing the way it insures
Trust Strategies For Preserving Your Family’s Future
This article argues why an irrevocable Life Insurance Trust may be the right choice.
How To Defer Or Avoid Taxes When Gifting Or Selling Art
The author of this article examines the advantages of certain trust structures to ensure that those
Passing The "Baton": Building Real Conversations Between Generations
We talk to the co-founder of the major US wealth management firm about his views on how families
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
Do Personal Lines Policies Insure Trustees?
What sort of insurance should trustees have, and how should they think about this subject? What
IRS Guidance On Irrevocable Trusts May Force Re-think – Law Firm
The law firm explains that if a US taxpayer receives an asset as a gift, the asset's basis –
How To Handle "Sudden Wealth" With New Guide
The phenomenon of "sudden wealth" is examined in a new guide from a Texan business.
Talking To Children About Wealth
Successfully preparing your children for wealth is a lifelong endeavor, not a short-term