Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Why 'Move to Florida' Is Not a State Tax Plan
By Christopher HoltbyAdvisors need to help wealthy families understand that state tax residency is more than a question of personal address.
April 24, 2026
Creditor Protection Trust Fails Under Court ScrutinyA recently decided case underscores the importance of understanding states' limitations around shielding assets.
April 15, 2026
Why Trusts Matter More Than You ThinkAsk not whether clients are "rich enough" for a trust, but whether they're prepared for the future they're building.
April 07, 2026
Heirs Beware: 42% Spend Inheritance Within a Year, Study FindsNet worth had retreated to pre-inheritance levels, or lower, at the 365-day mark.
February 12, 2026
Using Trusts to Minimize State-Level TaxesFor clients expecting large capital gains and other liquidity events, planning opportunities exist.
January 28, 2026
Northern Trust Hit With $35M Elder Fraud LawsuitThe lawsuit alleges that Northern Trust's former vice president stole millions from a $20 million legacy trust.
January 03, 2026
7 Things to Know About Irrevocable Life Insurance TrustsIf you know, you know. If not, you'd better learn.
November 24, 2025
7 Tax-Efficient Ways to Give to Kids This Holiday SeasonThe rules for tax-free gifting to adults are complex, and gifting to minor children brings additional considerations.