Wall Street types might be wise to eat their own cooking. For more, go to VonAldo.com, the new blog by David A. Geracioti, Registered Rep. editor-in-chief.
We predict that donor-involved giving is going to increase in the long-term as Baby Boomers enter retirement, the time at which people tend to grow more philanthropic
As estate-planning attorneys, we often find ourselves forced to act as family counselors for our clients despite our lack of formal training for this role
You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients
It seems counterintuitive, but qualified personal residence trusts (QPRTs) can make a lot of sense now. QPRTs are generally not considered effective in a low interest rate environment.
Transferring a personal residence to a qualified personal residence trust (QPRT) is a common estate-planning technique used to make an inexpensive gift of a residence to the next generation. QPRTs may be particularly attractive now. The bursting...