SLATs for Estate Taxes

SLATs for Estate Tax Mitigation

Worried about Estate Taxes? Consider a SLAT   What is a SLAT used for estate planning? Are you worried about estate taxes, or do you think the exemption amount will go down? Currently, you can have more than $11.7M in […]

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direct indexing

Direct Indexing at Vanguard

Direct Indexing for the DIY Investor   Direct indexing has been around for a couple decades, but is now more accessible to the individual investor. Technology, fractional shares, and feeless trading of equities all contribute to bring direct indexing into […]

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