The future is now. | Olivier Le Moal/iStock/Thinkstock
Increasing competitive pressures and significant changes are in the works for the wealth management industry, according to a new survey by Forbes, Ernst & Young and SEI Investment Comp...
Installment sales to intentionally defective (grantor) irrevocable trusts (IDITs) have long been a popular estate-planning tool.1 In a typical IDIT sale, the seller establishes, funds and then sells an asset to an irrevocable trust designed to be...