Choosing a trustee is one of the most important financial decisions you will ever make. Here are 10 questions you should ask ...

Creating a trust as part of your estate plan is something you might consider if you'd like to ensure that your assets will be managed according to your wishes after you're gone. When you establish a ...

A recent column of The Ethicist in the New York Times involved questions about a trust worth millions of dollars that would go to grandchildren yet to be born. The question came from an adult child ...

After a grantor passes away, becoming the trustee can be daunting, especially if you’re responsible for distributing property. Houses are among the most valuable assets in a family for financial and ...

Collaboration empowers RIAs with flexible, conflict-free trust administration options supporting long-term legacy planning for high- and ultra-high-net-worth clients Merchant, a global operating ...

On March 25, the Somerville Job Creation and Retention Trust Fund Board of Trustees held a meeting to begin brainstorming funding strategies to alleviate potential burdens for organizations that ...