News results for Trusts and Estates

Trust Estate
March 1, 2023

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

Trust Estate
February 14, 2023

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

Trust Estate
January 18, 2023

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

Trust Estate
November 23, 2022

Sanctuary Wealth Firm Offers ESOPs Across Network

Employee Stock Ownership Plans are ways for firms' owners to manage often difficult areas such as

Trust Estate
August 29, 2022

Estate Planning For Clients With Personality Disorders

This article examines how clients' personality disorders must be understood and handled by wealth

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
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 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
November 29, 2021

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

Trust Estate
January 6, 2023

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

Trust Estate
December 2, 2022

What Many People Don’t Know About Power Of Trusts

The author writes that regardless of current uncertainties there remains a suite of planning

Trust Estate
December 1, 2022

When Should An Elderly Person Stop Driving?

The author of this article examines an issue that seems both mundane but also significant – when

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 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
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
December 17, 2021

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

Trust Estate
December 1, 2021

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

Trust Estate
August 6, 2021

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

Trust Estate
July 6, 2021

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