These accounts can be a great way to build wealth for your retirement and heirs.
What's more, banks' trust departments, investment managers, estate lawyers and heirs nationwide have a stake in the outcome.
Choices you make-or neglect to-can affect your retirement income, access to specialists and experimental treatments, tax bill and heirs.
Some board members, however, and heirs of Hewlett and Packard objected, and mounted a costly, divisive public campaign to stop the acquisition.
Alas, at that point the donor and heirs are powerless to prevent the beneficiary charity from buying hedge funds and the like.
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And heirs might end up with mixed feelings after learning they went for years without knowing they someday would inherit a tidy sum.
It almost always lowers cost (including taxes), makes analysis easier, simplifies rebalancing, simplifies tax-preparation, reduces paper-work and record-keeping, and enables caregivers and heirs to easily take-over the portfolio when necessary.
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That suit sought to recover life insurance policy proceeds for the families and heirs of the millions who lost their lives in the Holocaust, many of whom had purchased life insurance policies.
You don't want to force your spouse and heirs to sell all or some of the properties they'll inherit, possibly at a loss, because they can't pay the mortgages, taxes and maintenance costs.
Thanks to their efforts, thousands of heirs of folks who died in Ohio, Pennsylvania and Washington State have won tax refunds, and heirs of Illinois and New Jersey decedents could be in for a similar payday.
New members are now required only to swear by Almighty God that they will be faithful and bear true allegiance to Her Majesty Queen Elizabeth and her heirs and successors.
The case spotlights the tricky world of donor intent, an area that is prone to fights over the initial objectives of a donor, sometimes decades later, between benefactors and their heirs and the institutions they believe have strayed away from the purpose.
In step three, you die, and your heirs get your assets, tax free, and with a "stepped up" basis that eliminates all capital gains.
England, now it has established itself as the rightful and legitimate heirs of the early founders of Rome (Kings Romulus and Remus), generally insists on being the pre-eminant, dominant world monarchy.
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The collection, given to the city by the artist and his heirs, includes paintings, drawings, sculptures, photography and prints, most of which Matisse completed during the nearly four decades he spent in Nice.
The conflict is especially sharp with a traditional "income rule" trust, a popular format that allocates investment income (say, from bonds) to current heirs and reserves principal for future heirs.
She got the estate and a welter of lawsuits from heirs and business associates followed.
Nehru and his heirs, relatively secure in their power, failed to deal adequately with those imperatives.
You may be elderly and your heirs will get a step-up in cost basis at your death.
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It involves two publishing companies, one Cuban and the other American, and the heirs to the composers who wrote the songs.
All of that is in jeopardy if the Siegel and Shuster heirs win control of the rights to the character through the appeals.
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The sugar plant has been at the centre of a long-running legal battle between the landless and the heirs of its deceased owner.
Rockefeller was, in real terms, probably the richest man this nation has ever produced, but he and his heirs were also extraordinary philanthropists.
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The New York Times reports that after Sidney Harmon bought Newsweek in 2010, he and his heirs promised to keep funding its losses.
The trustee can also look for ways to milk the trust by firing the flames of disputes between trustees, or between trustees and other heirs.
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Many industrious Americans have amassed treasure for themselves and their heirs.
President Obama has proposed two changes to the complicated individual retirement account rules that could be a big help for some retirees and IRA heirs.
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In the second round, the winners of the previous round (wealthy businessmen and their heirs) have a pot of money that they distribute among potential causes.
Both Ms. Smith and the son have also died, and their heirs are battling over whether some of Mr. Marshall's large fortune was owed to Ms. Smith.
But now celebrities and their heirs, flush with success against advertisers, are mounting a legal offensive against unauthorized non-advertising uses of their images, such as on T shirts or in magazines.
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