Insights

Access the content below to help you make more informed decisions when considering your personal trust journey.

Safeguard Your Digital Assets

May 11, 2020 | by Arden Trust

Your online activities may seem mundane at the time, but you still need to consider online accounts and passwords in your estate plans. Without the proper legal arrangements for these digital properties, your loved ones will be unable to access crucial information and assets. Learn the steps you can take now with this checklist.

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Steps to Take to Protect Your Estate in Uncertain Times

April 2, 2020 | by Arden Trust

While people are always at risk of becoming incapacitated or dying, when there is a global health crisis, estate planning can be thrust to the forefront for many of us.

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Estate Planning Amid the Coronavirus Chaos

May 5, 2020 | by TheStreet Retirement Daily

There's no time like the present to take control and review your existing estate plans and make the needed updates. Beneficiaries and gifting are among several points to consider.

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Make Sure to Include Digital Assets in Your Estate Plans

April 19, 2020 | by The Wall Street Journal

Personal digital assets are often overlooked in the estate planning process, but that can lead to problems for family members and heirs. Learn more about how you can create a plan for your own digital assets, including nonfinancial assets like photos and blogs.

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Alternate Strategies for Stretch IRA

March 3, 2020 | by Kiplinger's Retirement Report

The loss of the lifetime stretch IRA for retirement plan heirs has financial professionals looking for new ideas to manage those assets. Trusts can provide options for clients that include tax advantages as well as help preserve assets for future generations.

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Don't Let the Wrong State Get Between You and Your Assets

February 22, 2020 | by The New York Times

You may have more in common with Hollywood stars than you think: Where you live versus where your trust lives could equal an estate and tax planning headache if you aren't taking state law into account.

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Estate Plan Essentials

January 28, 2020 | by Plan Advisor

It's tempting to count on an inheritance to fund one's own retirement needs. That's a risky move if you aren't looking at all the elements that go into comprehensive estate planning.

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With Tax Reform, Wealthy Clients Should Update Estate Plans

December 16, 2019 | by Financial Advisor Magazine

If a trust is part of your overall financial plan, recent changes to tax law may lead to unintended tax consequences for you and your heirs. Understand what has changed and the steps you can take.

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Keep State Taxes in Mind When Setting Up Client Trusts

November 11, 2019 | by Financial Advisor Magazine

Changing your latitude could have an impact on more than your attitude, especially when you are considering setting up a trust. Don't overlook the ramifications of location on trusts and state taxes.

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