Bond funds, whether in mutual fund or exchange-traded fund (ETF) form, are straightforward when it comes to income generation. Investors typically look at the 30-day SEC yield, which reflects the net ...

The fair market value of the assets is generally used in calculating the gross estate, not the original purchase price or ... while preserving the estate-tax-free assets in the trust.

For couples getting divorced, tax planning is even more critical, as they face not only the usual filing requirements but also the daunting process of dividing assets — a task fraught with tax ...