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Stay up to date on current financial news with Inlet Private Wealth’s Knowledge Library. From tax and estate law changes to investment insights and trends, we provide information on the news that matters most for your wealth and estate plans.

Tips for Effective Estate Planning Meetings – February 2021

Tailor Your Meeting  — Planning for transfer of wealth, incapacity, and an execution of your estate plan can be a significant challenge.   However, you can look to your trusted advisor(s) for guidance when it comes to defining and executing your estate plans for future generations.  It is critical that a trustee, or directed fiduciary, understand…

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Unprecedented – January 2021

One of our wittier clients recently commented that on midnight January 1st, it was the first time in history we all had hindsight that was 2020.  Even Nostradamus could not have had the foresight to predict the magnitude of the Covid-19 pandemic, that oil prices would fall below zero, that shares of Hertz would significantly…

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Managing Investments for Trust Accounts – January 2021

Managing investments for trust accounts is not a simple task.  Investing trust assets requires the trustee or directed fiduciary advisor to consider and balance several factors in order to carry out the trust’s purpose in the best interests of its beneficiaries.  Additionally, there are several accepted principles that affect how the assets are to be…

Read More about Managing Investments for Trust Accounts – January 2021

Discretionary Distributions: A Trustee’s Most Difficult Decision

During the drafting of a trust, a frequently overlooked provision is also perhaps one of the most important ones to consider, discretionary distributions.  What is a discretionary distribution?  Who makes them and how?   Most trusts provide named beneficiaries with net income for their lives or a term of years.  They often include a provision…

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How To Read a Will or Trust – November 2020

Anyone who has read a will or trust knows they are full of legal jargon that is, at least initially, difficult for most laypeople to grasp.  The reality is that they are not that complicated after some time is taken to read them a few times and understand the common terms. What to look for…

Read More about How To Read a Will or Trust – November 2020

Are You Effectively Using the Trust Protector Role? – October 2020

A Trust Protector is an independent person appointed under a trust instrument by the grantor (creator) of a trust with responsibilities and powers regarding very specific aspects of the trust. Although the concept of a Trust Protector (previously referred to as “Trust Advisor”) has been a part of U.S. trust law for many years, it…

Read More about Are You Effectively Using the Trust Protector Role? – October 2020