skip to main |
skip to sidebar
Posts
Posts
Click the cover for more info.
Notes for trust officers, private bankers and others concerned with estate and trust planning, from a Merrill Anderson Senior Editor and his retired mentor.
Copyright 2005-2022 M.A. Co. Powered by Blogger.
Subscribe To
Posts
Posts
Now available: Our monthly Trust & Investment Newsletter
Click the cover for more info.
For direct inquiries:
Labels
- Investing (196)
- estate tax (148)
- income tax (114)
- estate planning (108)
- wills (104)
- trust ads (94)
- investment management (68)
- nest eggs (58)
- art (55)
- hedge funds (45)
- Madoff (43)
- trusts (41)
- Astor (39)
- wealth (39)
- retirement (37)
- stock market (37)
- brokers (31)
- inheritance (27)
- endowments (26)
- fiduciaries (22)
- Ponzi (21)
- executors (20)
- millionaires (19)
- philanthropy (19)
- gift tax (18)
- Apple (17)
- Wall Street (16)
- collectibles (16)
- alternative investments (15)
- dynasty trusts (15)
- estates (15)
- Helmsley (14)
- living trusts (14)
- brokerage (13)
- Bayou (12)
- investment performance (11)
Search Trust and Wealth Management Marketing
Blog Archive
-
▼
2013
(173)
-
▼
July
(19)
- The Trust Industry’s Trillions
- Tax rates far above 100%
- Investment Manias Reconsidered
- Bulldog Bites Plan Sponsors
- Grounds for Disinheritance?
- Put Not Your Trust In Your Clients
- How Would You Spend a Nest Egg?
- Much Ado About Gandolfini’s Will
- The Family Business Fight That Just Won't Stop
- Kicking Hedge Funders When They're Down
- James Gandolfini's will
- Astonishing News!
- $50,000 Financial Plans
- Millionaires Aren’t What They Used To Be
- Ring Them Bells!
- Independence Day
- The Most Expensive Home In Hedge Fund Country
- The Image Is Becoming the Message
- Social Security and gay married couples
-
▼
July
(19)
Senior GO TO Guide • BLOG
Popular Posts
-
Cyber Monday! You just bought a huge, name brand LED TV for $999! Would you have paid $1,130? Would you have been happier to pay $1,130 if...
-
Fifty years ago Norman Dacey, a Connecticut financial planner, shook the estate planning world by publishing How to Avoid Probate . Livin... -
Baylor scores high for endowment returns, according to the Wall Street Journal . But why are these multibillion dollar funds tax free, and m...
-
Researchers at Berkeley find that the rich don't like eye contact. Why so snooty? Robert Frank in The Wealth Report offers a plausible ...
-
Walked into Barnes and Noble and bought a book. Can't get more retro than that. The volume is Phishing for Phools , authored by two...
1 comment:
The potential heirs should be declared incompetent for their truly stupid investment advice--this might the be very worst moment to convert stocks into CDs and bonds. Not to mention the extraordinary capital gains taxes on Berkshire Hathaway stock that will be completely forgiven at the grandfather's death. Don't know where the kids are getting their financial advice, but it's awful.
I would not disinherit the boobs, but I would not give them anything outright, as they have no sense. They should get income-only interests in a perpetual dynasty trust managed by a professional trustee. No power to invade, for maximum creditor protection.
Post a Comment