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Many financial and estate planners will recall the “Golden Age” of the charitable remainder trust (CRT) that took place from the mid-1980s until the late 1990s. Many welcomed it as concrete evidence of the unfolding of the “Great American Wealth...
There’s an old rule of thumb that suggests you’ll spend 20 percent to 30 percent less money after you retire. However, recent research shows that baby boomers are actively maintaining or even increasing their spending, especially early in retirem...
Estate planners have long focused on minimizing their clients’ taxes, and that’s been a laudable objective. However, given the high federal estate tax applicable exclusion amount and portability, estate tax planning has become largely...