Women are living longer than men. We all knew that. But, as a result, they're the ones who wind up having to manage what's left of the money. The New York Times details this issue for older women, and how some financial advisors are catering to t...
No advisor wants to think about one of their clients getting hurt or ill to the point where they’re physically not able to continue working. But every advisor should plan for it...
On May 9, 2014, the Internal Revenue Service published final regulations under Internal Revenue Code Section 67 that provide definitive guidance on which costs incurred by estates and non-grantor trusts are subject to the 2 percent floor on...
Having spent most of the summer traveling, both domestically and internationally, I can personally testify that philanthropy is more global than ever before...
Navigating IRC Section 2036(a)(2) in family limited partnerships
Comparing distributions from qualified plans and non-qualified annuities under IRC Sections 72(t) and 72(q)
What’s a statutory executor to do?
Consider the potential benefits offered by this position
