David Koch's Life Of Lobbying Fails To Save Heirs From $20 Billion Tax Threat
Decades of rolling back big government didn’t go fast enough before mortality triggered the estate tax after all. But don't sell his advisors short.
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How a Bypass Trust Works in an Estate Plan
Understanding a bypass trust and its benefits may help you if it’s right for your financial plan.
Have An IRA Or 401(k)? The SECURE Act Would Change Your Estate Planning
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019, passed the House in a 417-3 vote and will now likely pass the Senate.
What Happens To My Bitcoin When I Die? Simplifying Estate Planning Of Digital Assets
Digital currencies are a reflection of the world we live in: a time of mass digitalization where traditional assets are moving entirely online.
Loss in trust account tax case could cost Minnesota millions
A court defeat in a case over the way Minnesota taxed trust accounts in other states could end up costing about $130 million this budget cycle.
Jeffrey Epstein Put His Massive Fortune In A Trust Two Days Before His Death
Jeffrey Epstein’s victims face lengthy legal action after court documents revealed the disgraced financier signed a will two days before his death.
Forget Conflicts Of Interest, A Trump Trust Would Save The Kids $1.3 Billion
Trump's hatred of the estate tax—a “horrible weapon that has destroyed many families”—makes sense, given the state of his finances.
