The duties of the retiree and the new fiduciary

...

...

How it might have grown to $100 million without any gift tax

The “mother of all lame duck sessions” will bring volatility to the markets, opportunity for advisors.

The Tax Foundation, founded in 1937, is a non-partisan think tank. Its mission, though, is obviously anti-Washington because its agenda is to educate Americans about our Byzantine tax system and advocates a simpler, fairer tax code. Today, the...

The new “goal standard” of estate planning

A round-up of significant court rulings

Why she shouldn’t be totally exculpated from liability

In certain circumstances, trustees may want to change the terms of an irrevocable trust. This can be accomplished by decanting, which typically refers to a pour over of funds from one trust to another, usually with different terms, through a...