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News


wealthmanagement.com > estate-planning > celebrity-estates-the-murdoch-family-trust-and-irrevocable-planning-with-mark-parthemer

Celebrity Estates: The Murdoch Trust and Irrevocable Trusts

4+ week, 1+ day ago   (454+ words) In this episode of Celebrity Estates, Senior Editor David Lenok speaks with Mark Parthemer, chief wealth...and when a revocable trust may address it without extra complexity Listen to Celebrity Estates on Wealth...David Lenok: Connect With Mark Parthemer: Mark…...


wealthmanagement.com > estate-planning > why-a-well-structured-trust-still-fails-without-a-prepared-heir

Why Heir Readiness Matters More Than Estate Planning

3+ week, 5+ day ago   (599+ words) Be prepared for “sudden wealth syndrome.” You’ve already solved the hard part....The trust is airtight, the tax exposure minimized, and the wealth transfer strategy optimized to the...conflict, reckless decisions in the first 18 months, or the paralysis clinicians describe…...


wealthmanagement.com > estate-planning > incomplete-gift-non-grantor-trust-traps-and-the-disappearing-adverse-party

Incomplete Gift Non-Grantor Trust Traps

3+ week, 3+ day ago   (197+ words) And the Disappearing Adverse Party Wealth Management Incomplete...Trusts & Estates for Advisors Your premier resource for trusts, estates, and wealth transfer strategies...


wealthmanagement.com > publications > trusts---estates > trusts-estates-september-2026-digital-edition

Trusts & Estates: September 2026 Digital Edition

6+ day, 2+ hour ago   (58+ words) Wealth Management Trusts & Estates: September 2026 Digital...


wealthmanagement.com > estate-planning > montana-supreme-court-finds-uncashed-check-includible-in-decedent-s-estate

Montana Court Rules Uncashed Check Remains in Estate

5+ day, 2+ hour ago   (79+ words) Join thousands of advisors who stay ahead of industry news, emerging trends, and insights shaping wealth...


wealthmanagement.com > estate-planning > ten-estate-planning-topics-financial-advisors-should-discuss-with-clients

How Advisors Can Help Clients Beyond Making a Will

4+ week, 1+ day ago   (128+ words) Planning Attorney, LSG Legal, LSG Legal Sonia Muñoz Gallagher is the founding attorney at Family Wealth...

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