Fiduciary Trust

For individuals and families focused on preserving and transferring wealth, trusts can play a meaningful role. New Hampshire offers a favorable trust environment–including potential tax advantages and innovative trust structures–that may benefit families. hubs.ly/Q04dTCrY0

Business exit planning is a complex process that goes beyond valuation and deal terms. Personal readiness, financial planning, and business preparedness all play a role in shaping a successful outcome. Learn more: hubs.ly/Q04dVr7X0

An endowment gift can create a lasting impact, but long-term giving requires thoughtful planning. Nonprofits can change over time, so understanding the risks and building in flexibility can help protect your philanthropic goals. hubs.ly/Q04dnsR70

Do you have a wealth plan–and when was the last time you reviewed it? A strong wealth plan provides a framework for informed decisions and should evolve as your life and goals change. hubs.ly/Q04d5l7t0

Fiduciary’s Aimee Bryant, VP & Trust Counsel, will co-chair an MCLE webcast on Thursday, April 16, at 12 pm, focused on fiduciary removal, resignation, and replacement during the administration of estates and trusts. Register Here: hubs.ly/Q04bWqc50

In our Q2 #MarketOutlook video, we share our perspective on the forces influencing markets today – and where we see potential risks and opportunities ahead. hubs.ly/Q04bGzvG0

Fiduciary’s Anne Katsas, VP & Trust Counsel, will be speaking on trust design and administration as part of @MCLENewEngland's 27th Annual Estate Planning Conference on April 15, 2026. Register Here: mcle.org/product/catalo…

While domicile and residency are often the same, there are situations where establishing a new domicile may offer potential tax benefits. In our insight, we provide a checklist to help understand the steps necessary to establish a new domicile. hubs.ly/Q04b3-1Q0

Our latest #MarketOutlook examines the themes shaping the current environment – including geopolitics, artificial intelligence, private credit, and interest rates – and how they factor into long-term portfolio decisions. hubs.ly/Q049jCRH0

Money can be a challenging topic for families, but open conversations can help build understanding over time. Talking about it early and often can support healthier perspectives as children grow. Learn more in our insight: hubs.ly/Q048F_Kn0

When leaving an employer, deciding what to do with a former 401(k) is an important but often overlooked step. Learn more in our insight: hubs.ly/Q046ZXvL0

Happily ever after starts with honest financial conversations. Before walking down the aisle, explore key money topics that can help couples build understanding and long-term harmony. bit.ly/4rafu3V

Choosing the right trustee is a key part of any estate plan. Because the role can last for generations and involves meaningful responsibility, it is important to think carefully about who is best suited to serve. Learn more in our insight. bit.ly/4cPeCOK

Our 2026 #MarketOutlook explores the trends set to shape the months ahead, including widening performance gaps among tech leaders, the accelerating impact of AI, and the growing importance of international equities. hubs.ly/Q03ZDqTr0

We sincerely thank our valued clients, partners, and friends for their unwavering support throughout 2025. We wish you all a happy and healthy new year!

A well-structured wealth plan that integrates financial and estate elements can play a vital role in helping you achieve your goals. Explore our seven-step personalized planning process and complete the checklist self-assessment today. hubs.ly/Q03Zdpmq0

Happy Holidays to all of our clients, professional partners, and friends!

We’re delighted to welcome Karen D'Antuono to Fiduciary Trust Company as Vice President and Trust Counsel in our Trusts & Estates Legal Department. hubs.ly/Q03YRDbW0

We’re pleased to share that Fiduciary Trust Company has been named a finalist in the Best Custodian and Best Fiduciary/Trustee Service categories of the 2026 Private Asset Management Awards. hubs.ly/Q03YsRT70

Open, thoughtful discussions about finances help children learn key skills and values, strengthening the continuity of wealth and purpose across generations. Learn more in our insight: hubs.ly/Q03X_FSs0