Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...
Estate planning today often encompasses a series of goals, ranging from tax planning to asset management and asset control strategies. Many ultra-high-net-worth families seek asset or divorce ...
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Forbes contributors publish independent expert analyses and insights. I am a managing director and senior wealth strategist for CIBC Private Wealth Management. Trusts are a vital part of the wealth ...
A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...
The last few years have seen the proliferation of so-called section 643(b) trusts. Although there are various iterations of these trust arrangements, a common purpose seems to permeate each of them: ...