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A trustee's mistakes can cost families six figures, so a candid conversation now may prevent years of conflict, fees and delayed inheritances.
“Her husband is open to a trust, but he wants to be the administrator.”
Glenmede Trust's Mark Parthemer discusses the Murdoch family trust dispute and what it can teach advisors and families about irrevocable trust planning.
“I realize that probate can be lengthy, public and expensive.”
A nominee doesn't automatically inherit your assets. Learn how Wills, Trusts, and nominations work together to determine wealth transfer and legal ownership in India.
An essential planning tool for high-net-worth families
Planning a trust can initially feel confusing, especially when it is part of an estate plan that already includes a willl. The reality, though, is that setting up a trust can be a...
C.S. v. R.H. says “Yes” in a case of first impression in New York
Does the arrangement provide real economic interests and governance limits?
Estate taxes can create challenges for families whose wealth is tied up in illiquid assets.
Be prepared for “sudden wealth syndrome.”
Beneficiary engagement and self-determination theory
Episode 043: In Part One of this series, Iran Harvell reminded us that estate planning isn't really about documents—it's about people.Today, we take the next step.Before we talk ab...
The $124 trillion Great Wealth Transfer poses a major challenge for financial services beyond managing the assets themselves. Thrivent’s Terry Rasmussen argues that wealth may tra...
Many citizens don’t consider estate planning a pressing issue, especially in the USA. A 2025 study undertaken by Trust & Will strengthens this fact. The study shows that fifty-...
A dynasty trust only fulfills its purpose when it is actively managed, periodically revisited, and treated as a living structure rather than a monument to a past planning decision.
If there was a genuine way to leave a guaranteed inheritance for your loved ones, would you do it?
TOD and POD designations may be better planning solutions
Trust protectors can help protect against irresponsible trustees and other dicey situations that could put grantors' wishes at risk, estate lawyers say.
Ultrawealthy clients looking to reduce taxable estates might consider spousal lifetime access trusts, but too-similar dual trusts can backfire.
The Trust & Will 2026 Estate Planning Report finds that 56% of U.S. adults have none of the five core documents. This means that the said percentage of U.S. adults have no will...
WHAT ARE THE BENEFITS OF A TRUST? When the creation of Trusts became another alternative to estate management, many wondered if there was any point in creating a will solely or goi...
Several Americans still have no estate planning documents, according to Trust & Will. They have conducted a national survey of 5,000 US adults from January 28 to February 5, 20...
The fiduciary overseeing the money is invoking the slayer statute.
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