Estate Planning

U.S. Bank creating robo advisor with FutureAdvisor, the Grand Marnier family selling their $1 billion estate and Penn State professor killed over his will.

One hundred years of shifting policy and uncertainty

Economic and environmental benefits are accelerating the adoption of sustainable real estate practices

Lifting the cloud of suspicion, scrutiny and “cooties” surrounding ESG for plan fiduciaries

An essential piece of data to consider when deciding whether to include a company in an investment portfolio

Get a better sense of where social goals fit within an investor’s expectations for risk-adjusted financial returns

A practitioner’s perspective on a growing field

New boundaries create challenging fiduciary decisions

Among the most useful tools at an estate planner’s disposal is a power of appointment (POA). A POA is a power conferred on a trust beneficiary to direct, in a manner different from that specified as a default dispositive mechanism in the...