Estate Planning
The Quarterback Model: How Financial Advisors Coordinate Estate Plans
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The Big Three: BlackRock, Vanguard, State Street
Applying Your Estate Planning Certificate
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Low Cost College Strategy
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Leasing vs. Buying a Car
Trusteed IRAs
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Covered Call ETFs
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Seasonal Stock Rally
ATRA Benefits Estate Planning
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Knee Surgery: $20,000 or $120,000
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Do Not Supersize Your Annuity
Retirement
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A-B Trusts
A-B Trusts
A-B Trusts
In the past, the most popular way to take advantage of the federal exemption for both spouses was to set up and fund a revocable A-B Trust. For larger estates, the maximum federal exemption amount would go into a B Trust (“B” for below ground); the balance of deceased’s estate would go into the A Trust, usually for the exclusive benefit of the surviving trust.
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States With Estate Taxes
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Retirement
States With Estate Taxes
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Vanguard's ETF Patent
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A-B Trusts
Five Stages of Dying
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Joe Granville
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Credit Rating Firms
Trust Dismantling
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Tactical Asset Allocation
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Next 5-Year After-Tax Returns