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The Evolution and Challenges of the Trust Industry

Jeffrey C. Wolken |
Wealth Planning
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As trusts evolve, the need for a robust and experienced trustee is paramount.  Over the past half-century, the role of trustees has evolved rapidly along with the trust industry itself.Increased complexity of trust investments and expansion of modern trust laws are just two elements of this evolution.Modern trusts require the services of robust professional trustees adept at navigating complex legal, tax, investment, and regulatory issues.

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Planning for Higher Education in Divorce

Jerry Inglet, Ed.D |
Wealth Planning
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Don’t let college planning become an afterthought during the difficult time of divorce.Divorce is an emotionally charged life event that may cause many to leave college planning as an afterthought.High-net-worth families are not immune from the challenges of funding college and completing financial aid forms properly.A quality practice for high-net-worth families is the completion of a divorce decree or property settlement agreement that includes understandable terms of college costs.

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How to Build Credit After Divorce

Anne Kelligrew St.Clair, CIMA |
Wealth Planning
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Build credit and gain the confidence and direction you need to succeed in your new life. Realizing your credit record and score isn’t quite what it was when you were one-half of a married couple can be very distressing.Even if you received a lump sum settlement, you may still need to show prospective lenders that you are a reliable borrower.There are simple ways on how to build credit after divorce and keep from making the kind of missteps that can be hazardous to your wealth.

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