Larry Swedroe calls it the Holy Grail—the search for managers who can deliver returns that beat the appropriate risk-adjusted benchmarks. And it’s “a fool’s errand,” he adds; he spends much of his new book, The Quest for Alpha (John Wiley & Sons)...
The dust is slowly settling after the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act). Estate planners are beginning to carefully consider a number of opportunities that allow...
The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act) creates significantly more multi-generational trust planning opportunities. The 2010 Tax Act increases the gift, estate and generation skipping...
In 2008, the generation had just begun to enter retirement when the great recession intervened, postponing plans for many, shattering dreams for some and suspending dialogue on a host of issues unique to wealth management and transfer for this...
The passage of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Relief Act) has opened an unexpected window of opportunity for the tax-exempt transfer of significantly more wealth to the next...
When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to...
Preferred partnerships (PPs) are very useful and versatile estate planning vehicles that have been around for decades, yet still appear to fly under the radar. From an economic perspective, a PP is often well-suited to act as a multi-generational...
An astonishing 93 percent of family business owners depend on the family business as their primary source of income, according to the 2007 Laird Norton Tyee Family Business Survey.1 This statistic has far ranging ramifications on the success or...
