Enhance the impact of giving via an oft-ignored tool

What we can learn by talking to beneficiaries, trustees and their advisors

Several insurance companies are following in the footsteps of The Hartford and offering to buyback variable annuities with guaranteed lifetime income. Should your clients take the cash?

When does underpayment interest start to accrue?

A powerful tool to address income tax planning uses for high-net-worth individuals

The college admissions process can drive teens and their parents crazy this time of year. Here are some statistics to get clients of college-bound kids to simmer down.

It’s important to explore these feelings with a client before determining financial priorities and investment goals