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In Part I of this column, which appeared in the May 2015 issue, I provided an introduction to incentive trusts, an overview of the reasons for using an incentive trust and several examples of objectives that may be achieved with an incentive...
In recent years, there’s been no shortage of discussions on the importance of advisors raising the topic of charitable giving with clients, as they contemplate their estate and financial plans. ...
They've got money on their mind. | kellyreekolibry/iStock/Thinkstock
Members of Gen Y may be the most scarred from the financial crisis and still very conservative with their investments, according to a recent survey by TIAA-CREF. About a ...