Your client wants to create a “silent trust” with a charity as the sole beneficiary. And he doesn’t want the charity to now know about his plans. He wants the assets to remain in the trust for a period of years before they begin...
The good life. | Copyright Oli Scarff, Getty Images
You'll be forgiven for missing it, but Tuesday was national Equal Pay Day, a chance for advocates to point out how wide the national gender wage gap still is in the U.S. (For the record...
The Butterfly Effect. Can the flap of a butterfly's wings in Brazil set off a tornado in Texas? Of course not. But can the flap be part of an initial condition that leads to other conditions that cause a chain of events eventually leading to a...
In “Making Gifts Sooner Than Later … Accelerating Charitable Bequests,” Trusts & Estates (March 2015), Robert F. Sharpe, Jr. demonstrated how attractive the lifetime funding of bequest intentions are in the current...
Clear as mud.
After topping $2 trillion in U.S. assets, the ETF market still remains a mystery to many investors. In a recent survey by Fidelity and BlackRock, less than one-third (32 percent) of individual investors currently own ETFs in ...
If it were only that easy. | Noppadol_Anaporn/iStock/Thinkstock
One week after the accidental death of the author of best-selling book The Millionaire Next Door, Helaine Olen writes in The Baffler that the object of the book – a self-made s...
Over the last few years, the estate and financial planning community has adjusted its use of various planning tools and techniques to reflect the reality of significantly higher exemptions from federal estate taxes beginning in 2011...
As women’s influence over wealth not only in Canada but also in the U.S. continues to rise, their unique approach to giving needs to be better understood by financial advisors and by charities.
