The Trust Advisor

A Generation To Generation Planning For Family Wealth

A common trajectory of family wealth: the first generation builds it, the second enjoys and often depletes it, and the third is left to rebuild it.

World's Richest Golfer Behind Tiger Woods is Heir to £800m and Worth 6 Times Rory McIlroy

Maverick McNealy is enjoying success on PGA Tour, though his astonishing net worth that eclipses Rory McIlroy's own is not down to his golf skills.

Trump's Potential Policy Shifts May Significantly Influence Existing Estate Planning Strategies

With Trump resuming office, potential policy shifts may significantly influence existing estate planning strategies.

Wealth.com Launches 'Scenario Builder'

First all-in-one tool to instantly model, compare and optimize complex estate strategies latest innovation simplifies estate planning complexities.

The Mystery of Gene Hackman's Fortune: Who Stands to Inherit His Millions?

Gene Hackman was estimated to have a net worth of around $80 million at the time of his passing.

Why a Unified Trust and Wealth Management Solution Matters

Avoid Estate Plan Drama By Communicating Clear Directives

Clear communication and preparation are vital to avoiding estate planning drama, according to three Columbus-area attorneys.