Chances are that several of your retirement-age clients are considering some significant home remodeling work in the near future. When they do, they are likely to consult with you about finding the money to pay for it...

I was recently on-boarding a client into our estate planning software program, when suddenly they mused, “Wow, if someone breaks into this system, they will know everything about me.” ...

One topic that too often receives inadequate attention from those working with individuals considering large charitable gifts is the challenge and planning opportunity that arises from the restrictive limitations on charitable deductions under our...