Grantor Trust, Trusts, Non-Grantor Trust, Beneficiaries and Heirs,
by Bernstein Wealth Management Research ReportsA significant new research project for international T&E practitioners, looking at US and Foreign trusts and their relative merits for global families with US beneficiaries...
Trusts, Estate Planning, Estate Tax, Charitable Remainder Trust, Beneficiaries and Heirs, Individual Retirement Account (IRA),
Although recent discussions have focused on the eligibility of taxpayers to convert to a Roth IRA and the fundamental question of whether a Roth IRA conversion would be beneficial, a...
Estate Planning, Beneficiaries and Heirs, Asset Protection,
What happens to your online legacy when you die? This includes your websites, email, usernames, passwords, banking information, LinkedIn, Twitter, Facebook accounts, and even blogs. It is a question most...
Individual Retirement Account (IRA), Estate Planning, Asset Protection, Beneficiaries and Heirs,
The difference between effective planning and getting it wrong can cost your family millions of dollars. Done correctly your retirement plan can preserve some significant funds for future generations to...
Estate Planning, Beneficiaries and Heirs, Family,
How bad is it out there? Perhaps you’ve been reading news of high profile estate disputes with tens of millions of dollars at stake. Or perhaps you personally know of...