News, Comment & Analysis results for Trusts and Estates
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
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
Comment & Analysis results for Trusts and Estates
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