Vermont Advisors Fined For Having Trust Conversation Too Late
By the time they talked to their client about transferring the assets to a charitable trust, she was already suffering from dementia.
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5 Important Steps To Maximize An Inheritance
Research has shown that when people come into money unexpectedly, they will treat it differently than the money they have earned.
Don’t Mess With Texas, Estate Planner Rolls Out Case for Lone Star to Become Venue for Asset Protection Trusts
It's time for Texas to fill its hands and offer the rich, the famous and the worthy truly bulletproof asset protection trusts.
Time To Play Offense: National Advisors Trust Raises The Stakes Beyond Survival
The post-crash decade reinforced the industry’s zero-sum competitive posture. Now it’s time to surround yourself with people willing to reach higher.
Think estate planning is only for the rich? You’re wrong.
When family members pass away suddenly, they often leave behind no will or any plan for transferring wealth to family members or others.
Prince estate fight gets even thornier with heir's death and will
A new fight is brewing over the will of Alfred Jackson, Prince's half-brother and one of his key heirs, who died last summer.
Barron Hilton Fulfilled His Promise To Not Leave Any Money To Paris Hilton
Before 2007, Barron was set to leave his $4.5 billion to his family. Until Paris embarrassed him with her antics so badly that he changed his mind.
