International families are establishing domestic trusts at a record pace.1 Previously, these families set up trusts in the United States only if they had family and/or assets in the United States. This strategy still remains popular for...
Treasury and the Internal Revenue Service just issued final regulations that thwart a capital-gain-avoidance plan. The plan purports to avoid capital gain for a life (or term-of-years) beneficiary of a charitable remainder unitrust or annuity...
It's not as scary as it seems
Financial advisors can do a better job of educating their clients on Social Security benefits, according to a recent survey that showed consumers remain unfamiliar with basic retirement planning strategies.
The report by the Financial Planning...
There are opportunities and risks
