Subscribe to Trusts & Estates Premium Content Today The pre-eminent, peer review journal and website for wealth management professionals. Learn More
Note From the Editor: January 2021 Dec 18, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. US/UK Estate Planning After Biden Dec 17, 2020 Beware the domicile. When your client has UK connections it is vital to obtain advice on the other side of the Atlantic. Encourage Clients Not to Stand by this Holiday Season Dec 17, 2020 We have two choices when it comes to philanthropy, particularly now: Do nothing, or do what we can. Michael Kitces #FASuccess Podcast: Why Marina Hernandez Chooses to Work with U.S., Swiss Cross-Border Expatriates Dec 17, 2020 Marina Hernandez explains what makes the niche of cross-border planning for expatriates so unique and so complex. Don’t Skimp on Notice to Beneficiaries Dec 16, 2020 Ensure that probate orders remain enforceable in perpetuity. Load More first previous … 451 452 453 454 455 456 457 458 459 … next last Load More
US/UK Estate Planning After Biden Dec 17, 2020 Beware the domicile. When your client has UK connections it is vital to obtain advice on the other side of the Atlantic. Encourage Clients Not to Stand by this Holiday Season Dec 17, 2020 We have two choices when it comes to philanthropy, particularly now: Do nothing, or do what we can. Michael Kitces #FASuccess Podcast: Why Marina Hernandez Chooses to Work with U.S., Swiss Cross-Border Expatriates Dec 17, 2020 Marina Hernandez explains what makes the niche of cross-border planning for expatriates so unique and so complex. Don’t Skimp on Notice to Beneficiaries Dec 16, 2020 Ensure that probate orders remain enforceable in perpetuity. Load More first previous … 451 452 453 454 455 456 457 458 459 … next last Load More
Encourage Clients Not to Stand by this Holiday Season Dec 17, 2020 We have two choices when it comes to philanthropy, particularly now: Do nothing, or do what we can. Michael Kitces #FASuccess Podcast: Why Marina Hernandez Chooses to Work with U.S., Swiss Cross-Border Expatriates Dec 17, 2020 Marina Hernandez explains what makes the niche of cross-border planning for expatriates so unique and so complex. Don’t Skimp on Notice to Beneficiaries Dec 16, 2020 Ensure that probate orders remain enforceable in perpetuity. Load More first previous … 451 452 453 454 455 456 457 458 459 … next last Load More
Michael Kitces #FASuccess Podcast: Why Marina Hernandez Chooses to Work with U.S., Swiss Cross-Border Expatriates Dec 17, 2020 Marina Hernandez explains what makes the niche of cross-border planning for expatriates so unique and so complex. Don’t Skimp on Notice to Beneficiaries Dec 16, 2020 Ensure that probate orders remain enforceable in perpetuity. Load More first previous … 451 452 453 454 455 456 457 458 459 … next last Load More
Don’t Skimp on Notice to Beneficiaries Dec 16, 2020 Ensure that probate orders remain enforceable in perpetuity. Load More first previous … 451 452 453 454 455 456 457 458 459 … next last Load More
