Forbes contributors publish independent expert analyses and insights. Global tax strategy and legacy design for families and founders. When a person dies in the US or as a US citizen, anywhere, an ...

Why Executors and Trustees Need Specialized Advisors for Illiquid Estate Assets MANHATTAN, NY, UNITED STATES, March 23, ...

Many shrug their shoulders about estate planning. They feel they don’t have an estate because they aren’t wealthy. They also think probate, whatever that is, sounds too complex. An estate consists of ...

Trustate's founders discuss how they grew a startup during the pandemic and why they believe the importance of data is often overlooked in the estate process. Two years after its launch, startup ...

The Fiduciary Liquidity Problem: Why Real Estate Creates Planning Risks for High-Net-Worth Estates ...

Leah Del Percio left her job as a trust and estates lawyer at DLA Piper to start her own tech-driven platform. Trustate helps families and institutional clients deal with the administrative tasks of ...