The Non-Grantor Trust State Income Tax Chart is an easy-to-use summary that should open up opportunities for practitioners to save state...
Las Vegas legend takes the prize for continued outreach to wealth managers and other service to raise awareness in trusts as planning instruments.
Never mind the lingering liability from complaints filed nearly 30 years ago. The real threat in digging up cold incidents has shifted to reputation.
People think 16 years on television translate into a vast fortune. Odds are good the material wealth he left behind was on the low side.
He lived on the edge and died without warning. The family needed a disaster plan to minimize strain in the worst moments and smooth the transition.
The tragic suicides of Kate Spade and Anthony Bourdain last week may have some advisors wondering if they need to be prepared for the contingency.
Cashing out early amounted to an early retirement. Then the company with her name on it grew into a $2.4 billion empire without her.