Along with directly helping your client with their wealth management planning, you can also help them initiate charitable giving conversations with their families and create a plan for family philanthropy....More
A recent Private Letter Ruling illustrates the application of the “estate administration exception” to the self-dealing rules, in the context of a note issued in conjunction with a prior sale to an irrevocable trust....More
The Charity Aid Foundation's fifth-annual World Giving Index measures the percentage of people around the world who give time and/or money donating to a charity, volunteering at an aid organization or helping strangers.
Many financial advisors focus on the key baby boomer segment that is approaching retirement. With one of the largest transfers of wealth in history expected to occur over the coming decades and technology playing a larger economic role, successful advisors are looking for ways to work with younger investors....More
Many small business owners want to plan for their company’s long-term future and their own retirement. In the past, addressing a small business owner’s retirement and buy-sell needs often meant proposing two independent solutions....More