How to effectively transfer wealth—including that which is tied up in illiquid but valuable collectibles—to family, other beneficiaries and charitable organizations; how to establish trusts (and oversee trustees) and other estate planning vehicles.
Tax Americana
Despite their chronic budget shortfalls, some states still offer us tax relief. more »
When the Levies Break
The specter of higher taxes may affect the timing, but not the substance, of our financial decisions. more »
A Vital Dialogue
Broaching estate planning matters with parents or relatives is often difficult,
but it is crucial to protecting their assets and achieving their goals. more »
Living Arrangements
Living trusts are not a miracle cure, but they can be an essential part of a solid estate plan.
more »
The Chapter After 11
Is it wise to accept an invitation to serve on the board of a company that has just emerged from bankruptcy? more »
World Bank Rx for Troubled Nations
In an effort to help the world’s weakest nations maintain a foothold in the global economy, the World Bank has launched a trust fund for what it calls Low Income Countries Under Stress. more »
Inside the Funds
Morningstar, the research firm best known for tracking and rating mutual funds, plans to start a global hedge fund and private partnership database. more »
Strong Start for Hedge Funds
The Van Global Hedge Fund Index gained 2.1 percent net of fees in January, according to industry consultant Van Hedge Fund Advisors International. more »
Reinforcing Our Foundations
While pay scandals have attracted government scrutiny, our most serious concern as trustees is to ensure that abuse does not erode our communities’ confidence in our foundations. more »
The Scions of Sea Island
Three generations of meticulous stewardship by one dedicated family have left a world-class legacy: Georgia's Sea Island Resort. more »
Estate Tools for the Trusting
The IRS crackdown on family limited partnerships has sent some of us scurrying to a new estate-tax shelter. But for many, the Restricted Management Account’s benefits are themselves too restricted. more »