Many wealthy families desire to keep their primary residence and/or vacation homes in the family for several generations, many in perpetuity. There are over 8 million vacation homes in the United States alone, spread across places such as Arizona...
The surprising flexibility in the design of charitable gift annuities permits a donor to achieve his financial and philanthropic goals. In my June 2015 column, I reviewed the goals and aspirations of the three “Harrys’.” Harry...
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Practice management coaches will often tell you what you should be doing to attract clients. But what turns clients off? Writing on The Motley Fool, Todd Campbell says there are five things that should have prospe...
