Pathstone recently hosted a three-part webinar series on estate planning, led by Jim Coutré, Head of Wealth Planning, and Scott Weaver, Chief Fiduciary Officer.  Jim and Scott shared their insights into why estate planning should begin with a clear articulation of family vision and values, how this preparation supports the selection of appropriate strategies, and how to put these concepts in action. They shared examples from their years of working with clients from the family dynamics and fiduciary perspectives, respectively. 

A solid earnings season drove investor optimism and equities rallied in May, with tech, small caps, and REITs as top performers. However, economic data continues to be met with mixed emotions as positive data could mean rates stay higher for longer but negative data brings back fear of a recession. Weaker consumer demand moved yields lower and bonds had their best month of the year. Softening retail spending could fuel lower rates in the back half of 2024.

Selecting a trustee is a critical decision in the estate and wealth transfer planning process. People often ask a family member or trusted advisor to serve as trustee. This note outlines factors to consider when selecting a trustee, and when a corporate trustee might be the appropriate choice.