3+ mon, 2+ week ago  (223+ words) Protect wealth and honor values with strategic trust planning. Sponsored by Bryn Mawr Trust What is a Trust? A trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met. While…...

4+ mon, 5+ day ago  (499+ words) Bryn Mawr Trusts' Jamie Hopkins discusses digital estate planning, from email to online financial accounts to cryptocurrency. Welcome to Talking T&E for Advisors, where Trusts and Estates Editor in Chief Susan Lipp and Jamie Hopkins, chief wealth officer at…...

8+ mon, 2+ week ago  (1631+ words) Unlock better estate talks that ease hesitation, build trust, and protect futures. Imagine you're in a beautiful garden, carefully planting seeds you know will grow into vigorous, thriving plants. Each seed represents a part of your client's future: their family,…...

9+ mon, 1+ day ago  (224+ words) Kim Kamin is a partner at Gresham Partners LLC where she serves as Chief Wealth Strategist. In that role, she leads Gresham's development and implementation of services relating to wealth transfer. .. Partner, Gresham Partners LLC Kim Kamin is a partner…...

1+ mon, 1+ week ago  (324+ words) Lessons from celebrity-estate planning cases for advisors. " Dr. Jay Zigmont explores the estate of Coco Chanel to detail how childfree and permanently childless adults face unique estate and long-term care considerations. Life choices that fall outside the traditional script can…...

4+ mon, 2+ week ago  (716+ words) How advisors can (and should) help. And LTC is not cheap. The median national cost of a private room in a nursing home is $10, 646 per month, according to Genworth and Carescout's 2024 Cost of Care Survey. For a semi-private room, the…...

1+ day, 22+ hour ago  (116+ words) How regular, little conversations set the stage for multi-generational wealth. Related: Estate Administration in the Age of Data Persistence Related: Family Feud: Disputes Over Sibling's Actions as Executor We serve our clients well by providing sound advice on investments, legal…...

1+ week, 12+ hour ago  (176+ words) Every quarter of delayed trust structuring is a quarter spent subsidizing Washington's next budget reconciliation package with your own compound growth. Signed on July 4, 2025, the One Big Beautiful Bill Act permanently embedded a $15 million per-person federal estate and gift tax…...

2+ week, 1+ day ago  (232+ words) The appearance of Tony Hsieh's mystery will triggers a full contest. Thomas Norelli, a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP in New York City, points to problems not only with the documents but also…...

2+ week, 4+ day ago  (456+ words) The RIA has implemented automated workflows, AI tools and prescribed client service models to reduce administrative burdens and enhance personalized experiences. Mission Wealth, a Santa Barbara, Calif. headquartered registered investment advisor with $14 billion in client assets, is in the process…...