Tony Bennett’s Trust Battle
Tony Bennett’s estate fight is a cautionary tale for families with valuable brands royalties, art, or memorabilia. In 2016 he signed a will and trust that split wealth among his …
Non-US Citizen? Protect Your US Assets Now
This isn’t political—if you’re not a U.S. citizen and have money in the United States, it’s important to keep it in a trust. A trust ensures you have a backup …
Can Your Trust Pay for a Wedding?
For whatever it’s worth, one of those info maps popped up on my Facebook feed yesterday — you know the kind, the ones my kids think I’m totally crazy for …
Why You Should Put Your House in a Trust
I read an article last week that there are more millionaires in Scottsdale now than ever before. Yet, every week I see luxury home purchases made in personal names, not …
Is Your Chase Account Trust-Ready?
Do you have Chase Bank accounts? If you’re considering converting your Chase Bank accounts to trust accounts, you might face some roadblocks. Chase Bank has specific requirements for establishing a …
What Murdoch’s Family Trust Dispute Means for you
Rupert Murdoch, the media tycoon behind a $20 billion empire, is facing growing tensions within his family over the future of the family trust. The trust, which controls a significant …
How to Maintain Control of Your Estate and Keep Spouse No. 2 Happy
Estate planning for couples in a second or subsequent marriage can be tricky, especially if their estates are disproportionate. One solution for allowing the well-to-do spouse to maintain control of …
How Can Grantor Retained Annuity Trusts Help You?
Have you heard of a grantor retained annuity trust (GRAT)? This type of trust is an efficient way to transfer asset appreciation to beneficiaries without using, or using a minimal …
Estate Planning Checklist for Multigenerational Wealth Transfers
Studies estimate that 70 percent of family wealth is lost by the end of the second generation and 90 percent by the end of the third generation. To help your …
