A Corporate Trustee Could Be a Smart Choice

A Corporate Trustee Could Be a Smart Choice

Trust administration is more difficult than many families presume. In an ideal world, managing a family trust would be simple. There would be no stress, no big learning curve, and no great time commitment involved. Unfortunately, the world is not ideal, and heirs who...
How the SECURE Act Will Affect Business Owners

How the SECURE Act Will Affect Business Owners

The SECURE Act was passed at the end of 2019, and with it came a variety of unintended and unexpected consequences surrounding tax planning. The tax analysis of the bill shows it’s expected to be a tax revenue generator for the government over the next 10 years.  The...
Brexit Done: How It Happened and What’s Next

Brexit Done: How It Happened and What’s Next

LONDON and WASHINGTON — It took one referendum, two general elections, three prime ministers and nearly four years, but on Friday, the U.K. will finally be leaving the European Union. For anyone following the tumultuous path to Brexit since the U.K. voted to...
Succession Planning Strategies For The New Year

Succession Planning Strategies For The New Year

With a new year on the horizon, it’s natural to start thinking about potential resolutions for 2020. Unfortunately, more than three-quarters of those resolutions won’t make it past February. While there may not be much harm in not reading as much as you intended or...