Clients frequently establish trusts for tax, asset protection, privacy and estate-planning reasons. Over the last 20 years, however, trusts have gained enormous popularity due to the design of the modern trust, which promotes administrative...
My 2015 columns illuminated the financial planning capabilities of charitable life income gifts. Charitable remainder trusts (CRTs) and charitable gift annuities (CGAs) can improve the cash flow of the philanthropically minded client as part of a...
What's on your phone? | Eugenio Marongiu/iStock/Thinkstock
A new survey from antivirus company Avast provides some interesting data about mobile security. The study, which included 25,000 people and took place across 11 countries, asked sm...
They prefer caregiving solutions that remove the burden from family
Competition is intesifying. | DAJ/Thinkstock
Individual investors will drive the future of asset management. In 2014, individual investors represented 90 percent of the industry’s net new flows, but will account for nearly 120 percent by 2...
How much a college degree will cost your clients can often depend on what state they live in.
