The Full Ledger

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Page 85

In the 1960s A.N. Pritzker Put the Family’s Chicago Businesses Into a Web of Trusts for His Grandchildren, Back When Hyatt Was One Motel. Sixty Years Later Eleven of Them Are Billionaires, and the Domestic Version of What He Signed Is the Trust Any Estate Lawyer Drafts Today

A.N. Pritzker signed a trust document in 1961 that sheltered a single motel investment from decades of estate taxes, and the same structure an attorney drafts for clients today carries a $15,000,000 federal exemption…

David Beren · 1 week ago Life After Work

The IRS Hates This $500,000 Roth High-Yield Dividend Strategy

Holding high-yield dividend stocks in the wrong account quietly hands thousands of dollars to the IRS every single year, and the damage compounds into six figures over time. Five popular income stocks reveal just…

Lee Jackson · 1 week ago