My 2015 columns illuminated the financial planning capabilities of charitable life income gifts. Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) can improve the cash flow of the philanthropically minded client as part of a...
In general, portability allows a surviving spouse whose husband or wife died after Jan. 1, 2011 to use the deceased spouse’s unused federal estate tax exemption (DSUE). When one owns assets less than his lifetime exclusion amount and passes...
For advisors, having conversations with clients around wealth planning and family engagement is more than a way to retain them long-term; it can be a good growth strategy. ...
After scrivener’s errors are fixed, transfers of assets constitute completed gifts for federal gift tax purposes and won’t be a part of a grantor’s assets
Bubble beware. | Copyright Cate Gillon, Getty Images
Housing markets in most cities are overvalued, according to UBS Wealth Management’s Global Real Estate Bubble Index that launched Thursday. The firm, which looked at 15 cities globally...
