While multi-generational trusts have been used in the United States for many decades, they gained more notoriety when Congress passed the generation-skipping transfer (GST) tax in 1986.1 Wisely, Congress provided an exemption from the GST tax so...
When asset protection planning was in its infancy in the mid-80s, there were few developments and even fewer mentions in the estate-planning literature. Nowadays, there's nary an estate planning symposia in which asset protection planning isn't...
If you advise 401(k) plans, expect more scrutiny.
The window for a do-over on benefits collection is almost closed. But there are other ways to augment retirement income in the short term aside from waiting longer to take benefits.
It's a competitive game. But here are some common sense-and counter-intuitive-rules to follow.
Here are some strategies for navigating the system.
