Health, Education, Maintenance and Support: the four chosen words that make up the ascertainable standard. Sometimes abbreviated as HEMS, the ascertainable standard is undeniably a creature of tax law,1 though it must also operate in the realm of...
On Dec. 17, 2010, President Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the Act). The Act significantly impacts the estate planning that advisors will recommend to their clients, as...
In my early years of practice (almost 30 years ago), I was fortunate to represent an outstanding young couple, Jack and Mary. When we first met, they had been married about seven years and had five young children. Jack was an unusually talented...
For those of us in the business of providing client services, success is heavily dependent on our ability to offer the most comprehensive, cutting-edge information available. No matter how good we may be individually, we can always be better by...
Referrals may be the best way to pick up new clients, but seminars still have their virtues. Here are a few ways to freshen up an old standby.
Women do, in fact, want their mates to make money.
In an effort to get a competitive edge, custodians are increasingly turning to advisors to hear what's working, and what's not.
Here are a few things your clients should know as they embark on the process of getting their kids into college — without breaking the bank.
Independents need to consider many factors when selecting their own technology — including how well it integrates with custodial software and tools.
Burton Malkiel, Princeton University professor and author, “A Random Walk Down Wall Street”
