By LAUREN FOSTER | Barrons It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls. Trust and estate planning often comes down to three questions: Who gets what? How do you minimize taxes? And, once a trust has been set up, who is in control? Unfortunately, it’s easy for a family [...]
Tax-loss harvesting can be used as an opportunistic value-add within a well-diversified portfolio. By Abraham Bailin | 11-02-11 | 06:00 AM The effects of taxes on an investor’s portfolio over the long term are substantial and fairly predictable. Given today’s low-return environment, the productive value of each dollar invested must be considered. Within the context of a well-diversified portfolio, even [...]
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