When charitable remainder annuity trusts can be worth the risks
With new federal guidance out this month, advisors guiding clients through charitable remainder annuity trusts have been reminded to be ...
Thursday, August 6, 2026
Tag: Trusts
IRAs vs. trusts: Examining taxes, new rules and client needs
Taxes, changing rules for retirement and inheritances, and the degree that families will need certain assets in their estate plans ...
Avoid pitfalls with generation-skipping and dynasty trusts
For wealthy families trying to reduce possible estate taxes or protect assets for the long haul, irrevocable "dynasty" or "generation-skipping" ...
Europe No Longer Trusts America With Its Data
Europe is now openly discussing restricting Microsoft, Amazon, and Google from handling some of its most sensitive government data, including ...
How family talks and trusts can build ‘estate tax magic’
For financial advisors or clients trying to bring families together for tough estate planning discussions, Heather Hunt-Ruddy has some unfortunately ...
There’s a specific kind of loneliness that only hits people who are very good at listening. Everyone trusts them with the heavy stuff, everyone seeks them out when things fall apart, and nobody ever thinks to ask them how they’re doing because the role was assigned so early it became invisible.
A man I mentored years ago, a young apprentice who could strip and terminate cable faster than anyone I’d seen ...
7 Highest Yielding Royalty Trusts For 2026
Updated on January 22nd, 2026 by Bob Ciura Oil and gas royalty trusts are now offering exceptionally high distributions to ...
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