Making Estate Planning Part of Your Financial Goals For 2021
As a wealth manager who has helped clients and their families manage and plan their personal and family finances, I would highlight estate or legacy planning in addition to retirement planning as two areas for setting your financial life goals.
Working with Protector and Family to Protect Vulnerable Beneficiary from Financial Abuse
What should a trust officer do when the settlor who is also the named discretionary beneficiary called to request for an ad- hoc lump sum distribution of $25,000 in addition to the monthly allowance he receives?
Liquidity Planning and Trust Structure for High-Net-Worth Individuals
As high-net-worth individuals (HNWIs) transition through their wealth cycle, they inevitably face numerous challenges relating to the creation, accumulation and preservation of their family wealth.
