Morning Memo
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July 4, 2016

 

Today's Top Stories


Independent Legacies: Wills of Our Founding Fathers


Are You “Wealthy”?

Patricia Angus

 


Fate of Megadeal for Hershey Lies With Scandal-Plagued Trust

Craig Giammona | Bloomberg

 


The Daily Brief

Editor's Note

The Daily Brief is taking a break in honor of Independence Day. It will return on Tuesday, July, 5, 2016. Thanks, and Happy Fourth of July from the WealthManagement.com team.

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WEALTH MANAGEMENT WIRE

If a trust is designed to be irrevocable, it is critical to add provisions that may enable trust modifications to adapt to changing times and circumstances.

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