Wealth Planning

     

Few financial advisors counsel their small business owner clients on insurance, but they should. Insurance funded by buy-sell agreements is essential for most of these clients.

For your affluent clients, it's the schools that don't possess the marquee names that will be eager to award their children scholarships.

Tax Court rules that to obtain a charitable deduction for a donation of a conservation easement, taxpayers must have a “qualified appraisal” that meets most, if not all, of the requirements of the regulations.

New York’s Court of Appeals finds an unusual gift to be valid

...

If Bank of America has decided that overseas business is too risky, then overseas business conducted in the U.S. is doubly so, say former Merrill international executives. U.S. advisors may not be intricately familiar with the rules of the...

Make sure your clients don’t say “no” to these agreements based on incorrect assumptions