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The Evolution and Advantages of Directed Irrevocable Trusts with Separate Trustee and Investment Advisor Responsibilities

Irrevocable trusts have become an integral part of estate planning, providing individuals with a reliable means of managing, protecting, and distributing assets. These trusts and the laws that govern them have undergone significant evolution over the years, transforming the landscape of estate planning and asset management. One notable innovation is the emergence of directed irrevocable trusts with separate trustee and investment advisor responsibilities. Unlike traditional irrevocable trusts where the trustee and investment advisor are the same entity, this new approach
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High Dividend Paying Stocks

Due to their regular cash flow and perceived lower risk, high-dividend paying stocks are popular with investors. But are they a smart option? In this episode of Buckingham Weekly Perspectives, Head of Investment Research Jared Kizer explains the basics of high-dividend paying stocks and shares why we don’t recommend exclusively investing in them.    Jared Kizer, CFA Head of Investment Research Jared Kizer evaluates findings from academic research and applies that learning to develop investment strategy recommendations. Jared collaborates
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Is It Just Me, or Are Things Getting Worse?

Have you ever had the feeling that people are somehow getting worse over time? Or that the moral foundations of society are fraying as the years tick by? Brand new research published in Nature explores the prevalence of this perception as well as the reasons why it may come to be. Admittedly, this topic may seem slightly tangential to the issues I usually cover here. Typically, I use this column to discuss new findings in the space of behavioral science,
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Powers of Attorney

Key Takeaways A power of attorney is a foundational estate planning document that empowers a trusted person to make decisions about property, health care, and finances for another person. Powers of attorney are often created to prepare for a period of incapacitation or disability, or when the person creating the power of attorney is unable to be present to sign legal documents. Powers of attorney can bring peace of mind to families, because they can help ensure that one’s wishes
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