Discover the future of estate planning with the 2024 Trends in Trust and Estate Planning report. Take an in-depth look at the shifting landscape of estate planning and the evolving needs of ...
What is the best trust for estate planning? The best trust for estate planning is going to depend on your specific goals and circumstances. UBS offers four common types of trusts: revocable trusts, ...
Estate planning looks a little different for Generation X and Millennials than it did for the Baby Boomer generation.
Trusts have been a feature of financial planning for decades, and the Labour government’s tax raid – in particular putting ...
Canadians with no children or siblings must consider estate planning alternatives. Here’s why trust companies can be a good option. I am a 60-year-old single woman with no children. I am an only ...
With a new presidential administration, it remains to be seen what changes to the estate and gift tax rules will be in store ...
High net worth individuals often need financial advisors because as their wealth grows, managing all of that can be very ...