7 Must-Have Features of Modern Trust Software
While innovation in design and delivery is often derided as a distraction from the tasks the platform needs to support, sometimes the optional value a
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Billionaire Harold Simmons Dies, Leaving Legendary “Broken” Trusts Behind
Acting as own trustee cost the corporate raider turned Republican activist at least $100 million and two of his four daughters.
Kim Kardashian May Be Hiding Mom’s Money, But $25 Million Is a Lot
Multi-generational transfers have been part of the family’s financial DNA for years. But shifting that much money out of the divorce settlement is harder than it looks.
More Advisory Firms Seen Switching to Trust Charters to Ease Regulation
As a hedge against possible FINRA oversight of advisors and re-enactment of the Glass-Steagall Act in a second Obama term, more RIAs are trading their SEC registration for trust licenses i
Billionaire Steve Jobs Died Tax-Free, Experts Say
Trust experts weigh in on the details of Jobs’ trust and estate plan.
When a Bank Fails, Are Trust Assets at Risk?
With bank failures running at their highest level in nearly two decades, those holding fiduciary accounts may cause problems for advisors who recommend them should the bank fail.
America's Most Wealth Friendly States Continue to Bid for Your Clients' Trust Business
State legislatures are still enacting trust law enhancements to provide greater protection for your client’s wealth.
