Wealth Transfer, Trusts, inheritance, Prudent Person Rule, Trust Management, Investment Management, Asset Diversification, ...

An irrevocable trust is an essential tool in the kit of most estate planners, not only for sheltering assets from future estate tax, but for protection from potential creditors and lawsuits. Depending ...

Estate planning goes beyond a simple will—it’s about long-term wealth preservation. While a will ensures clear inheritance, a ...

Whether it's scam artists bombarding us with attacks, or legitimate companies coming up with deceptive ways to take our ...

This ascertainable standard is frequently used by estate planners to determine how and when a trustee may make distributions, ...

Research published to coincide with Data Privacy Day unequivocally sends a message to programmers and policymakers alike.

We explore what trustees need to be aware of when dealing with data and complying with their obligations under the Data Protection (Bailiwick ...