My father’s father set up a trust at a major bank with my father and the bank’s trust department as co-trustees. My father died at the end of last year; Read more
Tag: Trust
Opinion: Snap investors, do you still trust Evan Spiegel?
When Snap Inc. went public in 2017, this column boiled down the entire investment opportunity to one, simple question: Do you trust Evan Spiegel? As Snap SNAP, -0.64% stock heads Read more
‘We have no children’: My attorney says avoid probate. Should I put my $850K estate in a trust, and split it between family and charity?
Dear Quentin, My husband and I are in our early 40s, and we recently met with an attorney to begin estate planning. We now have assets worth $850,000 that we Read more
Social Security’s ‘taxable maximum’ inches higher—but will it make a dent in the trust fund?
Social Security’s payroll tax cap was raised nearly 9% for 2023, meaning more income will face Social Security taxes next year, but the rise is unlikely to affect the solvency Read more
My son asked me to set up a 529 plan for my 5-year-old granddaughter. But she says, ‘Who’s nana?’ Should I set up a college trust fund for a child who does not even know who I am?
Dear Quentin, Our family is rather a mess. It’s the usual in-law drama, unfortunately. We’ve worked with it for years and are resigned to being outlaws, rather than the in-laws. Read more
How should a trustee invest trust assets in a bear market?
Dear Harry, As a trustee for my brother, I am concerned with the current bear market and wondering if I should get out of the market altogether and place the Read more
The hunt for America’s most trusted financial brands kicks off now, as the stock market’s collapse ushers in a bear market in trust
Forget about supply-chain bottlenecks. Is trust in American financial institutions also in short supply, or has it withstood these trying times? That’s the question MarketWatch will aim to answer as Read more
Uber whistleblower: Company ‘massaged the facts to earn the trust of drivers, of consumers and of political elite’
“I regret being part of a group of people which massaged the facts to earn the trust of drivers, of consumers and of political elites. It is my duty to Read more
Offshore Trust: Protecting You From a Litigious Society
Anyone who has property or assets valued over $300,000 should consider protecting them from a possible lawsuit. Litigation, or “Who can I sue today?,” has become a popular means for Read more
How Is a Trust Treated for Tax Purposes?
A trust of property or income may be described as a fiduciary obligation imposed on a person to hold property or income for a particular purpose or purposes, or for Read more