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Estate Planning
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.


Taxing Decisions Points to consider in anticipation of heavier levies.
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Tax Americana Despite their chronic budget shortfalls, some states still offer us tax relief.
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When the Levies Break The specter of higher taxes may affect the timing, but not the substance, of our financial decisions.
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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.
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Living Arrangements Living trusts are not a miracle cure, but they can be an essential part of a solid estate plan.
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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?
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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.
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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.
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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.
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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.
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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.
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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.
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