News results for Trusts and Estates
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
Sanctuary Wealth Firm Offers ESOPs Across Network
Employee Stock Ownership Plans are ways for firms' owners to manage often difficult areas such as
Estate Planning For Clients With Personality Disorders
This article examines how clients' personality disorders must be understood and handled by wealth
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
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,
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
Families Are Becoming More Complex, But Laws Haven't Kept Pace - STEP
The world is becoming more complicated in certain ways, and that includes families and living
Comment & Analysis results for Trusts and Estates
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
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
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
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
Choosing Your Estate Attorney – Part 1
This is the first half of a two-part article looking at the process of hiring an estate attorney
Should You Give Your Trustees A Test Run First?
The author of this article, a prominent figure in the industry, argues that testing trustees makes
Wealth, Business Transfer Talks - Starting Is The Hardest Part
We read a lot about "intergenerational wealth transfer" but it is important to note that the most
Who Gets My Bitcoin (And Other Blockchain Assets)?
The rise of digital assets such as bitcoin raises a number of questions, such as how to tax and
Award Winners
WealthTalk - Awards Videos
Prometeia's Risk Management Quality Shines Through
Duration: 1.17m
WealthTalk - From The Editor’s Desk Videos
WEALTH TALK – Breaking Down US-Swiss Wealth Management Barriers
Duration: 12.10m
WealthTalk - Expert View Videos
WealthTalk: Behavioral Insights For Difficult Times
Duration: 14.62m