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News
Charlie Hall on Knowing Your Costs and Value
11+ mon, 3+ week ago (558+ words) Charlie Hall, Chief Economist at AmericanHort and Professor and Ellison Chair in International Floriculture...
Absentee chains of trusts (sub-trusts)
6+ mon, 2+ week ago (557+ words) The Bravo Unit Trust and the Charlie Unit Trust are both ultimate trusts....If Bravo and Charlie each own other land as trustee of their respective trusts, calculate the absentee...The Bravo Fixed Trust and the Charlie Discretionary Trust are…...
Ontario Court of Appeal upholds summary dismissal of solicitor negligence suit in estate case
6+ mon, 3+ week ago (738+ words) Within days of his death, Alan – the father of Elizabeth and Charlie, their litigation guardian, and...In March 2020, on Elizabeth’s and Charlie’s behalf, Alan filed an action alleging negligence against...
Warren Buffett's Universal Advice for Estate Planning, Regardless of Wealth
5+ mon, 6+ day ago (446+ words) Referring to his longtime business partner Charlie Munger, Buffett added, "Charlie and I also witnessed...
How to Manage Longevity Risk in Retirement: 10 Solutions
3+ mon, 1+ week ago (1502+ words) The late Charlie Munger, who died at age 99, was known not just for his market-beating investments but...
How to prevent spendthrift heirs while securing firm longevity
7+ mon, 3+ day ago (428+ words) realized that, to many of her clients' children, her advice sounded like either the teacher in a Charlie...
The Telegraph quotes Julia Cox on the growing use of Family Investment Companies for inheritance planning
1+ mon, 4+ week ago (421+ words) trustee position Chiara Muston comments in Employee Benefits on minimum wage enforcement changes Charlie...
Some 70% of Parents Have an Estate Plan — Yet 68% Still Won't Tell Their Kids What They'll Inherit
9+ mon, 1+ week ago (390+ words) Charlie Munger says that's the toughest milestone — don't stall now....
CAFBA says major flaws remain in discretionary trust plan
22+ hour, 13+ min ago (889+ words) CAFBA has warned that the government’s revised discretionary trust plan still leaves small and family businesses facing a difficult choice between trust flexibility and a higher tax burden. The Commercial & Asset Finance Brokers Association of Australia (CAFBA) has welcomed the…...
Figure to buy AI-powered real estate lending platform Kiavi
3+ mon, 3+ day ago (467+ words) Investment firm Sixth Street will also join a venture that’s set to buy loans off Kiavi’s balance sheet as part of the $717 million deal. Blockchain startup Figure has agreed to acquire artificial intelligence-powered real estate lending platform Kiavi in a…...