News, Comment & Analysis results for Trusts and Estates

Trust Estate
July 28, 2022

Can I Leave My Truck To My Dog?

The author of this article argues that pet owners should act to have someone care for their animals

Trust Estate
July 22, 2022

NextGen’s Quest And Wealth Management’s Role

FWR talks to the author of a book who thinks that programs aimed at NextGen family members may not

Trust Estate
July 20, 2022

Navigating Estate Planning In Volatile Markets – Bessemer Trust

The authors conclude that choosing the most appropriate wealth-transfer strategy also requires the

Trust Estate
July 15, 2022

What's In Your Wallet? – Estate Planning For Cryptos, Tokens

How should assets such as bitcoin and NFTs be handled when it comes to estate planning and wealth

Trust Estate
June 6, 2022

How Wealth Transfer Impacts Multigenerational Planning

We examine some of the details around the massive intergenerational wealth transfer now happening

Trust Estate
June 1, 2022

Uncertainty Over US Estate, Gift Taxes – What HNW Clients Should Do

Political roadblocks in Congress mean that changes to estate and gift taxes have been put on hold,

Trust Estate
May 27, 2022

A Master Exit Plan Protects Family Wealth For Generations

What sort of considerations apply when a business owner chooses to hand over the reins, either by

Trust Estate
May 11, 2022

CI Financial's US Arm Seeks South Dakota Trust Charter

These are busy times for CI Financial since it started to buy a large number of RIAs across the US

Trust Estate
April 22, 2022

Digital Assets Add To Estate Planning Jigsaw

The wealth management industry has been increasingly focusing on digital assets – planning how to

Comment & Analysis results for Trusts and Estates