Insurance planning shouldn't begin until there's been some financial planning, according to CNBC in its article “3 life insurance mistakes you can easily avoid.” They cite three common mistakes that can be easily avoided or fixed: Read More
The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate tax is onerous enough to make efforts to avoid at all costs, especially those who intend to leave assets to grandchildren or younger heirs with generation-skipping trusts, GST trusts, or dynasty trusts. They will need to address the added burden of generatio...
The 411 on the Generation-Skipping Trust
