Trusts and Estates

How to Benefit from New Hampshire’s Trust Laws

In this webcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and Holland & Knight discuss the key provisions of the Granite State’s trust laws, provide client examples, and address audience questions.  ▸


Building the Right Endowment Portfolio

Performing a full Enterprise Review with an experienced advisor can uncover and document all the unique aspects that make an institution special, leading to an Investment Policy Statement that lays the foundation for a tailored investment approach. ▸

Investments - Markets

2023 Market Outlook: Goodbye to All That

In our 2023 Market Outlook, CIO Hans Olsen discusses how a rising rate environment upended easy money ideas such as meme stocks, SPACs, and cryptocurrencies. He also offers an outlook on inflation, interest rates, and markets for the coming year. ▸

Trusts and Estates

Asset Protection Trust Benefits

New Hampshire has become one of the most progressive states amongst the group to permit the Domestic Asset Protection Trust ("DAPT") and, as a result, an attractive jurisdiction to utilize. ▸


Maximizing the Benefits of Donor-Advised Funds

In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving.  ▸

Wealth Planning

Planning with the Massachusetts Millionaires Tax

Beginning in 2023, if the taxable income on your Massachusetts income tax return is over $1 million, you will pay an additional 4% tax on the income exceeding the $1 million threshold. This article explores a few planning ideas to potentially decrease the impact of the new tax. ▸

Wealth Planning

Key Year-End Planning Considerations

The approach of year-end presents another opportunity to reassess your tax and financial circumstances and generally take control of your finances. In this article, you will find 12 year-end planning tips to consider.  ▸

Trusts and Estates

Choosing the Right Trustee

When creating your estate plan, one of the most important decisions you must make is who will be the trustee of any trusts you create. ▸

Investments - Markets

2022 Q3 Market Outlook

In our 2022 Q3 Market Outlook, CIO Hans Olsen addresses the pernicious monetary phenomenon of inflation against the backdrop of rising interest rates and a continued war in Europe.  ▸

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