Parents may appoint a child as trustee, trusting that they will manage the trust responsibly, safeguarding the family’s wealth for current and future generations. They reason that the values they’ve demonstrated to their child—combined with the lifelong bond of siblings—all but guarantees ...

Many individuals appoint...

The Greatest Wealth Transfer in History is underway. In the next 20 years, members of Generation X...

Is the trustee for your......

Blended families, where one or both spouses bring children from previous marriages into a new family unit, have become increasingly common in today's society. For wealth owners involved in these intricate family dynamics, it's essential to understand how trusts can be perceived as a dynamic tool for...

Blended families, where one or both spouses bring children from previous...

On November 8, 2022, Massachusetts voters approved a ballot measure to amend the Massachusetts......

I was thrilled to join our President/CEO......

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