Financial Planning

What falling interest rates mean for trusts and estate planning

While stock values get the most attention after the Fed cuts rates, they affect trusts, too. Some beneficiaries of entities ...
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5 compelling reasons to incorporate a trust into your estate plan

Trusts are versatile estate planning tools that can be tailored to suit your specific objectives, assets, beneficiaries, and planning horizon. Whether preserving wealth, protecting vulnerable heirs, ...

What you need to know about using trusts to grow or protect wealth

When Brittany Higgins received her $2.4m compensation payout from the federal government in late 2022, it seems that some smart legal advice prompted her to put much of it into a trust.
Morningstar

First Trust Announces Shareholder Approval of New Investment Sub-Advisory Agreement and “Manager of Managers” Structure for First Trust Smith Opportunistic Fixed Income ETF ...

First Trust Announces Shareholder Approval of New Investment Sub-Advisory Agreement and “Manager of Managers” Structure for First Trust Smith Opportunistic Fixed Income ETF (FIXD) and First Trust ...
Forbes

Pure Trust Organization Leads To Indictment Of Dentist In Ulibarri

Forbes contributors publish independent expert analyses and insights. I cover Wealth Preservation in its legal permutations One of Conner's clients was a dentist by the name of Ryan L. Ulibarri of ...
Business Wire

First Trust Announces Shareholder Approval of New Investment Sub-Advisory Agreement and “Manager of Managers” Structure for First Trust SSI Strategic Convertible Securities ...

WHEATON, Ill.--(BUSINESS WIRE)--First Trust Advisors L.P. (“FTA”) announced today that the shareholders of First Trust SSI Strategic Convertible Securities ETF (Nasdaq: FCVT) (the “Fund”), a series of ...