Why is Estate Planning More Important Now Than Ever Before?
Pres. Biden’s Build Back Better plan has an abundance of tax changes, if implemented, could significantly decrease wealth you can leave to family.
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David Bowie Estate Tees Up $200 Million Catalog Sale
David Bowie Estate Tees Up $200 Million Catalog Sale Following Warner Music Partnership: Report
Next-Gen Estate Planning: Time to Embrace Digital Transformation
Discusses key transformational themes firms should explore to build next-gen estate planning platform offering better digital self-service capability.
Kobe Bryant Estate Reportedly Gains $400 Million in BodyArmor Sale
Bryant first invested in BodyArmor March 2014 for 10% of company, about $6 million, ESPN reported. Bryant was the third largest investor in 2014.
Part Of Build Back Better Could Be Disaster For Trust Owned Life Insurance
The rule could have bad consequences for many well below the 1% who actually are not getting away with anything anybody finds objectionable.
Lawmaker Defends State's Trusts Identified as Tax Havens in Pandora Papers
South Dakota has quietly built a reputation as a haven for the rich to store trust funds — all with the blessing of the state Legislature.
Trusts And ESG: The Best (And Most Sustainable) Of Both Worlds?
While most states do not address sustainable investing, New Hampshire recently became the second that allows values-based allocation of trust assets.
