Everyone seems to want a piece of Michael Kitces, the industry blogger and financial planning research director, and he's very happy to oblige, turning up at conferences, speaking engagements and webinars, stoking his social media presence and...

IRS says “no” to a spouse who’s not the beneficial owner of trust assets used to satisfy the elective share

A meditation on connection, communication and trusts…

Ways and Means Chairman Dave Camp (R-MI), on Feb. 26, 2014, released (but didn’t introduce) a nearly 1,000 page bill (Discussion Draft, The Tax Reform Act of 2014), a major overhaul of the Internal Revenue Code. Effective. ...

In late February 2014, Representative Dave Camp (R-MI) put forth what’s been described as the most serious tax reform proposal (the Camp proposal) since the historic Tax Reform Act of 1986 (the 1986 Act). The Camp proposal represents the...

Percent of couples nearing the end of their careers who disagree on their anticipated retirement ages: 62 Average retirement age today, up from 57 in 1991: 61 Percent of retirees who say they were successful at leaving their jobs at their targe...

Often, donors and others can be quick to try to make a distinction between “good giving” and “bad giving.”   “Good giving” supports programs that are high-impact, low-overhead, and focused on root...