Finance News
Pre-Mortem Will Validation
A few jurisdictions allow testators to road test their estate planning.
By NB
Nov 29, 2023
Yes Virginia, Trustees Have a Duty to Minimize State Income Taxes on Trusts
An argument as to why fiduciaries can’t ignore this analysis.
By NB
Nov 29, 2023
Meme-Stock ETF Shuts After Failing to Attract Day Traders
Roundhill Investments announced it will liquidate the Roundhill MEME ETF in December, along with two other funds.
By NB
Nov 29, 2023
Tax-Wise Charitable Remainder Trust Planning
Getting it right; fixing up the other guy’s mistakes.
By NB
Nov 29, 2023