The Generation-Skipping Transfer (“GST”) tax is designed to prevent taxpayers from avoiding estate tax on a child’s inheritance at the child’s death by “skipping” inheritances over children to ...

Jay D. Waxenberg, Andrew M. Katzenstein and Maggie Mouradian of Proskauer Rose write: Dynasty trusts for the benefit of succeeding generations are standard tools in every estate planner's toolkit.

James Chen, CMT is an expert trader, investment adviser, and global market strategist. An allocation rate is a percentage of an investor's cash or capital outlay that goes toward a final investment.

For decades, finance functions allocated resources based on historical data, intuition and a fixed annual budget cycle. This approach provided a stable foundation in predictable markets but lacked the ...

ProManage, an investment firm that specializes in defined contribution plans, has developed an automated investment allocation product for plan sponsors, with whom ProManage will share the fiduciary ...