Estate Planning

Foundation Source client survey reveals that donors took a long-term mindset.

The insurance company may be allowed to alter the deal during the contracted term.

The Nebraska Supreme Court held that the owners of Crete Carrier Corp., a major U.S. trucking company, failed to abandon their domicile in Nebraska for a permanent residence in Florida. 

Key highlights for RIAs and their clients.

Often all it takes is the right "nudge" to get them started.

Family members often turn into unpaid caregivers seemingly overnight.

The Biden administration takes a second bite of the retirement apple.

Taxpayers would have to pay annual taxes on asset values rather than income.

Costly appraisals could siphon away dollars that would have flowed to charities instead.