The under-performing Murray Income Trust has appointed the team behind the high-flying Artemis Income Fund to turn its ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

For instance, if you die as an expat, probate can take years in your home country and even longer if you have assets in ...

Saba Capital, the hedge fund led by Boaz Weinstein, has agreed to a three-year pause to its activist campaign against nine ...

Discover what trust property is, including its role in estate planning and the types of assets involved. Learn how trustees ...

I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited partnerships and irrevocable life insurance trusts. Each one, on its own, can solve ...

A "register of trust" is a legal process to formally register with a governmental authority as to its legality and enforceability of operations as recognized by law. The use of trusts serves many ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for everyone A family trust can help you pass your wealth more efficiently to your ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...

Learn how a family trust protects assets during a divorce, preventing a spouse from accessing them. Discover asset protection strategies. Trump goes on a revenge tour in Indiana after failed ...

SYRACUSE, NY – New York residents planning for the future face an important decision when choosing between a living trust and a will, two estate planning tools that serve different purposes and carry ...

National trust banking charters aren’t simply for fintechs, it turns out. Morgan Stanley has applied with the Office of the Comptroller of the Currency to create a national trust bank, according to ...