Trust Assets and Divorce: The Latest News

Sharon L. Klein |
Wealth Planning

This article was published in Steve Leimberg’s Estate Planning Newsletter and provides a discussion on the Ferri vs. Powell case and trusts and divorce. The Connecticut Supreme Court found that trust assets were moved out of reach of a divorcing wife through a ‘decanting process,’ but would be considered for alimony purposes. While about half the states provide statutory authority to decant, most states require that notice be given to beneficiaries.


Constructing a More Dynamic Stock Portfolio with Economic Sector Allocation

Investment Management
Economic Indicators NC.jpg

In this Investment Insight we explore:Why allocating among different sizes and styles of stocks in a portfolio often does not result in the kinds of uncorrelated returns it historically did.How allocating among economic sectors when building a stock portfolio may be more beneficial than traditional methods of allocation.The way in which allocating among economic sectors captures the sensitivity of stocks to the fluid, various, and unpredictable economic forces that drive those stocks.


Intentional Inheritance Planning

Marguerite C. Weese |
Wealth Planning

Uncomfortable conversations about wealth occur within families on a regular basis. If you struggle with how to talk to your own family about your wealth, you’re not alone. If there were ways to prepare one’s family for the inheritance without mentioning financials, the exact details of the estate plan, and you could begin when the heirs are younger, then more families would probably be willing to have these conversations.