Independent Thinking

Insights

2026 Year-End Wealth Planning Review

October 9, 2026

We have published our 2026 Year-End Wealth Planning Review, highlighting recent tax changes and other planning developments to consider as year-end approaches.

Trust and Fiduciary Services

Trust Situs: Does Location Matter?

April 7, 2026

Shh: What Families Need to Know About Silent Trusts

November 24, 2025

Near & Far: Considerations in Moving Assets Abroad

June 18, 2025

Choosing a Corporate Trustee

February 10, 2025

The Corporate Transparency Act: New Reporting Requirements for Closely Held Businesses

April 17, 2024

Keeping the Special in Special Assets

December 5, 2023

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Trust and Fiduciary Services