The rule could have bad consequences for many well below the 1% who actually are not getting away with anything anybody finds objectionable.
South Dakota has quietly built a reputation as a haven for the rich to store trust funds — all with the blessing of the state Legislature.
While most states do not address sustainable investing, New Hampshire recently became the second that allows values-based allocation of trust assets.
Big names like Former UK PM Tony Blair, King Abdullah of Jordan, Vladimir Putin, and others find South Dakota a new hot spot for hiding money.
For many financial advisors who never considered legacy planning to be one of their core competencies, COVID-19 is forcing them to get up to speed.
First Bank & Trust Company announces improved rankings, added locations and overall organizational growth while maintaining customer-centric focus.
Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance.