There are essentially two main options for transferring a valued collectionmdasheither passing it along to family or donating it to charity
Turning a Lifetime of Collecting into a Legacy
Jun 02, 2015
Careful planning can help individuals make a meaningful gift to family while mitigating taxes
Losing an IRA’s Tax-Exempt Status
Losing an IRA’s Tax-Exempt Status
Jun 01, 2015
Debtors engaged in prohibited transactions with their retirement account forfeit exemption from their bankruptcy estate
Four Simple Steps to Retain Widowed Clients
Four Simple Steps to Retain Widowed Clients
Jun 01, 2015
Stress. Disorganization. Illness. Is it any wonder that widowed clients who aren’t as educated about wealth management are susceptible to outside influence regarding their finances?
Court Approves Easy Probate Avoidance for Real Estate
Court Approves Easy Probate Avoidance for Real Estate
Jun 01, 2015
A new way to fund a revocable trust?
IRS Releases FBAR Guidance
IRS Releases FBAR Guidance
Jun 01, 2015
It applies to all open cases
Top 10 529 Plan Program Managers By Assets
May 29, 2015
The price of college tuition is steadily rising; in fact, tuition has risen faster than inflation in recent years. But 529 plans can help families better save for their children’s education...
Practical Guidance: Aging Client Conflicts
Practical Guidance: Aging Client Conflicts
May 29, 2015
A financial advisor who seeks to manage the entire relationship and not just the investments will likely have a long lasting bond with both the client and their family members.
Retirement is Dying
Retirement is Dying
May 29, 2015
Attitudes change
To Save, Send the Kids to College, Not a University
To Save, Send the Kids to College, Not a University
May 28, 2015
Colleges typically offer better scholarships and grants than universities.
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