Fiduciary Perspective

2020 Q3 Fiduciary Perspective

In the third quarter 2020 edition of Fiduciary Perspective, we cover the following topics:

Market Outlook
Naming a Trust as IRA Beneficiary: Key Considerations
Identity Theft: What You Don’t Know Can Harm You
News & Notes

Most of the articles are available individually on our website. Click here to view a pdf version of Fiduciary Perspective.

Retirement

Making Difficult Decisions in the Later Retirement Stages

By thinking ahead, and agreeing to get input from others in the future, you can make better decisions in the later stages of life. ▸

Podcasts

Podcast: New Hampshire's Trust Advantages

In this podcast, Thanda F. Brassard, General Counsel of New Hampshire-chartered Fiduciary Trust of New England, details the benefits of New Hampshire trusts. The advantages include no state income tax, perpetual trusts, asset protection trusts, and directed trusts. ▸