Personal financial perspectives archive

• Allocating assets during the distribution phase of your financial life
• GRATs: Making the most of wealth transfer planning
• Going green puts more green in your pocket
• Download September/October 2008 Personal finance perspectives

• Transfer your wealth with an irrevocable life insurance trust
• "Money doesn’t grow on trees!": Children and money
• An informational primer on exchange-traded funds
• The check’s in the mail!: US Treasury economic stimulus payments

• Year end tax planning to avoid the tax pinch and Alternative Minimum Tax (AMT)
• Changing trust rules: "Unique" costs not subject to 2% limitation
• Early termination of Charitable Remainder Trusts (CRTs)

• Employer securities in 401(k) plans
• Qualified personal residence trusts