News, Comment & Analysis results for Trusts and Estates
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
Estate Planning For Clients With Personality Disorders
This article examines how clients' personality disorders must be understood and handled by wealth
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
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
Navigating Estate Planning In Volatile Markets – Bessemer Trust
The authors conclude that choosing the most appropriate wealth-transfer strategy also requires the
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
How Wealth Transfer Impacts Multigenerational Planning
We examine some of the details around the massive intergenerational wealth transfer now happening
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,
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
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
Comment & Analysis results for Trusts and Estates
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