News, Comment & Analysis results for Trusts and Estates
Talking To Children About Wealth
Successfully preparing your children for wealth is a lifelong endeavor, not a short-term
Selling Your Company? Don’t Leave Money On The Table
There's a saying, "Fail to plan, then plan to fail." This applies to how selling a business can go
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
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
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
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
What Many People Don’t Know About Power Of Trusts
The author writes that regardless of current uncertainties there remains a suite of planning
When Should An Elderly Person Stop Driving?
The author of this article examines an issue that seems both mundane but also significant – when
Sanctuary Wealth Firm Offers ESOPs Across Network
Employee Stock Ownership Plans are ways for firms' owners to manage often difficult areas such as
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