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The CPA Journal

Best Use of Tax-Deferred Accounts

In this article, we examine the decisions facing investors approaching or already in retirement, including how to integrate tax-deferred accounts into their overall estate plans.

September 30, 2009
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New York Law Journal

Fiduciary Investment in the Current Economy

Trust investing is a difficult balancing exercise—not just between portfolio risk and return, but also between the interests of the current and remainder beneficiaries.

September 21, 2009
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Financial Times

The Law of Averaging

The Wealth Management Group’s research on dollar cost averaging continues to draw media attention. After being excerpted by Trusts & Estates, the key findings of the article appeared in the Financial Times.

August 15, 2009
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Trusts & Estates

(Re)Entering the Market

In this article, we analyze the costs and benefits of dollar cost averaging to help investors make an informed decision on how best to put their money back to work in the market.

April 30, 2009
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Trusts & Estates

Is This Time Different?

By analyzing the recent financial crisis against the benchmark of prior credit contractions, we see a market that has already priced in a significant deleveraging and a severe recession.

March 31, 2009
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Estate Planning

Leveraging Liquid Wealth to Transfer Illiquid Assets

In this article, we show that grantor retained annuity trusts (GRATs) can provide a flexible, scalable, and efficient alternative for families facing this dilemma.

February 28, 2009
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Trusts & Estates

Rolling Short-Term GRATs Are (Almost) Always the Best

Our research shows that rolling short-term GRATs outperform longer-term GRATS no matter the level of interest rates or market conditions.

August 30, 2008
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Trusts & Estates

The Three Gs

Titled “The Three Gs: Gifts, GRATs and Grantor Trusts,” this article highlights how three simple strategies can minimize taxes on even the largest estates.

March 31, 2008
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ACTEC Journal

An Analysis of GRAT “Immunization”

By “immunizing” a GRAT, the grantor can either “lock in” a GRAT’s outperformance or “cash out” of an underperforming trust and put the prior GRAT’s equities back to work in a new trust.

February 28, 2008
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