‘I’m in the home stretch’: I’m 80. Do I leave my kids a ‘Magnificent Seven’ dynasty trust or a brokerage account?

The dynasty trust allows for these trusts not to be considered when determining my estate tax, but whenever they are sold by ...
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My wife’s irrevocable trust has been receiving checks for 20 years — but her trustee recently died and the bank locked the account. How do we regain control and keep funds ...

Leonard’s wife, Kelly-Anne, has been receiving checks in an irrevocable trust for more than 20 years. When she was a teenager, her mother set up the trust, naming Kelly-Anne’s uncle as the trustee.