Category: History
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Tulipmania Revisited: Separating Hysteria from History
I was in Holland last week, and the Dutch tulips are in full and magnificent bloom. The fields full of technicolor flowers, in a display so extensive and impressive that it seems impossible, might not have made the list of Seven Wonders of the World, solely because they did not…
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Trusts Part 2: Revocable Trust for Non-Taxable Estates
You’ve probably heard of revocable living trusts, but do you know their history, or how they can be used to help clients avoid the Secure Act? In this post, we’ll walk you through a brief history of revocable trusts, advantages and disadvantages of revocable living trusts, and how such trusts…
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Trusts Part 1: How Did Trusts Originate?
You’re probably quite familiar with trusts in your financial practice – but have you ever stopped to think about the origins of this financial instrument? Why do trusts exist, and why are they used? In this post – the first of a series of posts on trusts – we’ll examine…