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How The Ultra-Wealthy Protect Their Money Using This 'Defective' Strategy
SmartAsset via Yahoo Finance· 7 months agoAn intentionally defective grantor trust, or IDGT, is a way of shifting tax burdens for very wealthy...
How Can I Receive Living Expenses as Grantor From an Irrevocable Trust?
SmartAsset via Yahoo Finance· 2 months agoTrusts are an independent legal entity, similar to a corporation. As a result any assets you...
IRS flip-flops on gift tax question involving grantor trusts
Financial Planning via Yahoo Finance· 5 months agoThe IRS flipped a stance the agency took seven years earlier on the question of whether certain...
3 Ways the Rich Use Trusts to Their Advantage — Do You Need One?
GOBankingRates via Yahoo Finance· 1 year agoDespite what you might think, trusts aren't only for the rich. Anyone can use them to grow their...
The ABCs of High Net Worth Clients: Part 2
ETF Trends via Yahoo Finance· 1 year agoThis is the second of two pieces covering the “Advanced Financial Planning — Real World Strategies” panel Tuesday morning at Exchange in Miami, hosted by...
Rich Californians May Lose Access to This Profitable Tax Loophole
SmartAsset via Yahoo Finance· 2 months agoCalifornia would like to crack down on a type of trust that lets the very wealthy avoid state income...
These Trusts Can Help You Avoid Estate Taxes
SmartAsset via Yahoo Finance· 3 weeks agoEstate taxes are a form of transfer tax that affects the very wealthy. For multimillionaire households, avoiding the estate tax is a significant issue....
4 estate planning tax tips for rich clients before the 2026 sunset
Financial Planning via Yahoo Finance· 11 months agoAn image of a beautiful red sunset over the ocean Credit: Markus Gann/magann/stock.adobe.com The end...
Share the wealth: six tax-efficient ways to protect your assets for the next generation
Patriot Ledger via Yahoo News· 2 years agoAs the saying goes, “you can’t take it with you.” So where do you want your wealth to go when you’re...
I’m a Financial Advisor: What Boomers Need To Know About Estate Planning
GOBankingRates via Yahoo Finance· 5 months agoAs baby boomers begin to retire and transition into the next phase of their lives, many are...
