The Future as You See It

Take a will, add a codicil or perhaps a letter of wishes—all examples of documents that, properly structured, can speak effectively on your behalf. Learn how the pieces work alone and in concert.

07.01.2016 - Thomas E. Junkin, Senior Vice President, Personal Trust Services

The Future as You See It

They are imbued with purpose, tradition and power. They are your will and related documents—arguably some of the most important estate planning tools at your disposal. Here is a practical look at common examples that, properly structured, can speak very effectively on your behalf.

Once Upon A Will

“I William Shakespeare of Stratford upon Avon in the county of Warwickshire Gent., in perfect health & memory (God be praised), do make & ordain this my last will & testament in manner & form following.”

Lawyers and lay people have used the phrase, “last will and testament” for centuries. We regularly see wills dealing with modern-day issues such as digital assets also containing the archaic preamble declaring the document to be the last will and testament. Why both terms? Many lawyers believe that, historically, a will disposed of land and a testament disposed of everything else. As the law evolved over time, the distinction was gradually eliminated.



Virtual Money Adds New Twist to Estate

07.01.2016 Fiduciary Trust Canada

What about the bitcoin? As more people own virtual currencies, executors are challenged to deal with this new digital reality. We help answer the question, before money is locked or lost forever.



Experience Shapes Successful Trusts

06.01.2015 Thomas E. Junkin, Senior Vice President, Personal Trust Services

At times, trust intentions and practical realities are mismatched. It takes experience to identify potential trouble spots. Read about situations that highlight the gaps and how to close them so a better future unfolds.