Good advisors smartly allocate investment fees, not just assets. Here’s a yardstick that can help.
A dynasty trust can serve as one of the most powerful weapons in your financial planning arsenal.
The court found that the governing instrument required consent of both trustees.
Look for residence in a state with low income tax.
Dynasty trusts and SLATs look to be ascendant.
Pulling the plug early on an underwater grantor-retained annuity trust can help turn failure into success.
Take advantage of the higher exemption without losing control of assets.
A powerful income tax savING strategy.
How to break or at least bend them.