Planning For Tomorrow’s Peace of Mind: Considering Letters Of Wishes
Trustees and family members may face numerous decisions in the years ahead as they work to carry
The Best of 2023 So Far: Challenges For Multi-Generational Families Over Succession
The US TV drama, Succession, put the issues of family business transfer and inheritance into the
Upcoming Changes To FDIC Deposit Insurance For Accounts Owned By Trusts
The Federal Deposit Insurance Corporation has announced that it will be changing the way it insures
Trust Strategies For Preserving Your Family’s Future
This article argues why an irrevocable Life Insurance Trust may be the right choice.
Passing The "Baton": Building Real Conversations Between Generations
We talk to the co-founder of the major US wealth management firm about his views on how families
IRS Guidance On Irrevocable Trusts May Force Re-think – Law Firm
The law firm explains that if a US taxpayer receives an asset as a gift, the asset's basis –
How To Handle "Sudden Wealth" With New Guide
The phenomenon of "sudden wealth" is examined in a new guide from a Texan business.
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
A Walk Around The US Trusts Toolkit – In Conversation With Arden
Arden Trust Company, which has existed in its current guise since a corporate spin-out in 2019,
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