Trust & Estates

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Trust 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.
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Trust and Estates

How Advisors Can Work with Trust Companies to Benefit Their Clients

In an interview with The Wealth Advisor, President & CEO of FTNE Mike Costa, explains how trust capabilities and the right partner can strengthen advisor relationships.
Mike Costa, Eric Cunnane, Megan Knox
Trust 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 McDonald & Kanyuk discuss the key provisions of the Granite State’s trust laws, the potential impact of the One Big Beautiful Bill, and provide client examples.
Trust and Estates

The One Big Beautiful Bill: Things You Should Know

There are a number of key provisions in The One Big Beautiful Bill, signed into law on July 4, 2025, that are important for personal income tax planning and wealth transfer strategies.
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Trust and Estates

Podcast: How to Benefit from New Hampshire’s Trust Laws

In this podcast from Trusts & Estates journal, experts from Fiduciary Trust of New England and McDonald & Kanyuk discuss the key provisions of the Granite State’s trust laws, potential impacts of the OBBB, and provide client examples.
Trust and Estates

Donating Illiquid Assets to Donor-Advised Funds

Learn how to support charitable causes through contributing complex, illiquid assets to a donor-advised fund.
Trust and Estates

Planning Opportunities Before the Tax Cuts and Jobs Act Sunset

Now is the time to begin reviewing the details of your estate plan and personal tax situation to optimize your tax savings before the December 31, 2025 sunset.