Estate Planning

Good help is hard to find. | Copyright Justin Sullivan, Getty Images According to a Genworth study, half of the 1,200 caregivers surveyed said providing care for loved ones took a significant toll on their careers, and 11 percent said they...

Advisors can learn a lesson from his contradictions

Taking into account religious issues

Grandchildren weren’t skip persons with respect to the taxpayer

The costs of restricted spending

What’s involved in the appraisal?

Help clients develop a satisfying approach to philanthropy

Lessons learned from Ty Cobb’s charitable giving strategies

Important tools for accomplishing both charitable and non-charitable objectives