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Note From the Editor: April 2020 Mar 25, 2020 Editor in Chief Susan R. Lipp discusses this month's issue. Limiting Life Insurance Trustee Liability in Light of Coronavirus Mar 25, 2020 How fiduciaries can protect themselves. Help Your Clients Focus on Their Legacies Mar 25, 2020 Six questions to ask and eight questions to avoid at the outset. Eight Steps for Updating Health Care Documents Mar 25, 2020 As grim as it might seem, the coronavirus pandemic should remind clients to have these health care documents in order. New York Allows Video Notarization for Estate Planning Mar 24, 2020 As social distancing becomes the norm, new solutions are being made available. How Do Some Star Athletes Build Wealth While Others Lose It All? Mar 23, 2020 A few bad tax plays can mean decades of losing seasons. Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
Limiting Life Insurance Trustee Liability in Light of Coronavirus Mar 25, 2020 How fiduciaries can protect themselves. Help Your Clients Focus on Their Legacies Mar 25, 2020 Six questions to ask and eight questions to avoid at the outset. Eight Steps for Updating Health Care Documents Mar 25, 2020 As grim as it might seem, the coronavirus pandemic should remind clients to have these health care documents in order. New York Allows Video Notarization for Estate Planning Mar 24, 2020 As social distancing becomes the norm, new solutions are being made available. How Do Some Star Athletes Build Wealth While Others Lose It All? Mar 23, 2020 A few bad tax plays can mean decades of losing seasons. Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
Help Your Clients Focus on Their Legacies Mar 25, 2020 Six questions to ask and eight questions to avoid at the outset. Eight Steps for Updating Health Care Documents Mar 25, 2020 As grim as it might seem, the coronavirus pandemic should remind clients to have these health care documents in order. New York Allows Video Notarization for Estate Planning Mar 24, 2020 As social distancing becomes the norm, new solutions are being made available. How Do Some Star Athletes Build Wealth While Others Lose It All? Mar 23, 2020 A few bad tax plays can mean decades of losing seasons. Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
Eight Steps for Updating Health Care Documents Mar 25, 2020 As grim as it might seem, the coronavirus pandemic should remind clients to have these health care documents in order. New York Allows Video Notarization for Estate Planning Mar 24, 2020 As social distancing becomes the norm, new solutions are being made available. How Do Some Star Athletes Build Wealth While Others Lose It All? Mar 23, 2020 A few bad tax plays can mean decades of losing seasons. Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
New York Allows Video Notarization for Estate Planning Mar 24, 2020 As social distancing becomes the norm, new solutions are being made available. How Do Some Star Athletes Build Wealth While Others Lose It All? Mar 23, 2020 A few bad tax plays can mean decades of losing seasons. Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
How Do Some Star Athletes Build Wealth While Others Lose It All? Mar 23, 2020 A few bad tax plays can mean decades of losing seasons. Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
Who Controls the Assets in a Donor-Advised Fund? Mar 20, 2020 The court case against Fidelity moves forward. Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
Keeping Family Wealth and Relationships in Good Shape Mar 19, 2020 Embracing family governance is key. More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
More Funding Needed for Female-Focused Charities Mar 18, 2020 They’re underfunded compared with philanthropic giving as a whole. A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
A Different Kind of Premium Financing Mar 17, 2020 Concentrate on the spread between borrowing rates and opportunity cost of money. Load More first previous … 185 186 187 188 189 190 191 192 193 … next last Load More
