Oct. 5, 2021—If you wish to retain more control over the assets you place in trust, a Delaware directed trust is one possible solution. The state’s distinctive trust law allows you to create a personal trust where you—or advisors named by you—direct the trustee’s actions.
Sept. 21, 2021—Planning for the end of life may be one of the most considerate things you can do for your family. Think of the multitude of accounts and assets you have accumulated over your life.
Sept. 7, 2021—Whether you acquire a work of art for its aesthetic qualities or for investment purposes, holding fine art in your estate presents both obligations and opportunities for the educated collector. In today’s podcast, Senior Estate and Trust Managing Director Shelly Kunkel discusses three important to-dos regarding your fine art: appraise, insure, and manage disposition (AIM).
