In what some are calling “The Great Wealth Transfer,” experts predict that boomers will give about $68 trillion to their heirs over the next 20 years. And this intergenerational transfer of wealth is not stopping there....more
Family Offices that serve high-net-worth individuals have been in recent global headlines as governments target them in an effort to tax corporate and individual gains....more
3/31/2022
/ Anti-Corruption ,
Biden Administration ,
Commercial Insurance Policies ,
D&O Insurance ,
E&O Insurance ,
Estate Planning ,
Fiduciary Duty ,
Grantors ,
Standard of Care ,
Trustees ,
Trusts
If a friend or family member has asked you to be the trustee of their estate, you probably have many questions. One of your concerns may involve your insurance coverage. We often hear the following from our clients: “I was...more
When a family member or friend asks you to become their trustee, it conveys a high level of trust in you. However, many of our clients tell us that they did not fully understand the enormity of the job when they accepted it....more