Fiduciary Trust Company

05/08/2026

When changing jobs, deciding how to handle a former 401(k) is an important step that's often overlooked and one that should be evaluated within the context of your overall financial plan.

A Common Decision Point — Often Overlooked When you leave an employer, deciding what to do with your 401(k) is an important choice. The appropriate course of action depends on your personal circumstances, objectives, tax considerations, and how this account fits within your wider financial picture...

05/07/2026

As donor-advised funds continue to gain popularity, their benefits–including tax considerations, reduced administrative complexity, and grant anonymity–are prompting some private foundations and charitable organizations to reconsider their structure. This insight provides an overview of the key considerations involved in converting a private foundation to a donor-advised fund.

This article provides a high-level overview of the process for private foundations or other charitable entities to convert to a donor-advised fund.

04/30/2026

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 well beyond state borders. Learn more:

New Hampshire is one of the best trust jurisdictions in the country, with no state income and capital gains tax on trusts, asset protection trusts, dynasty or perpetual trusts, directed trusts and other advantages. Fiduciary Trust of New England is a leading trust provider in New Hampshire.

04/29/2026

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. Our insight outlines the key steps to consider across each dimension.

Selling a business is a high-stakes, emotional, and financially rewarding process. This article discusses the personal, financial and business steps to consider when planning a business exit.

04/22/2026

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.

This comprehensive wealth planning article discusses how to create a wealth plan to meet your goals and then implement that plan.

04/14/2026

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. The program will cover key drafting considerations, fiduciary duties, and practical approaches to fiduciary transitions. Register Here: https://hubs.ly/Q04bWPVm0

04/13/2026

Markets enter the second quarter facing heighted uncertainty, shaped by geopolitical conflict, evolving energy dynamics, and shifting expectations for monetary policy. In our Q2 video, we share our perspective on the forces influencing markets today – and where we see potential risks and opportunities ahead.

April 1, 2026 Most major asset classes have posted disappointing returns to start the year, but the year-to-date figures understate how abruptly markets deteriorated in the final month of the first quarter. Much of the damage in both stocks and bonds came after the war with Iran began, as investors....

04/08/2026

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.

This article discusses the differences between domicile and residency in taxation and includes a checklist to help you understand the steps necessary to establish a new domicile.

04/01/2026

Our latest 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.

April 1, 2026 Most major asset classes have posted disappointing returns to start the year, but the year-to-date figures understate how abruptly markets deteriorated in the final month of the first quarter. Much of the damage in both stocks and bonds came after the war with Iran began, as investors....

03/27/2026

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:

Ongoing family discussions can help ensure wealth and values can be successfully passed on to the next generation.