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The Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (2010 Tax Act) brought about an increase in the gift, estate and generation-skipping transfer (GST) tax exemptions to $5 million each.1 Many clients are...
A recent headline in The Chronicle of Philanthropy tells the story: Recession's Hard Lessons Lead to Changes in Endowment Policies: The bulls may be back in control on Wall Street, but the painful lessons that endowment managers endured just a...
Corporations around the world responded aggressively to the global recession and financial crisis, clamping down on spending and hoarding massive piles of cash. In the United States, where cost-cutting was especially dramatic, nonfinancial firms...
Successful family business succession planning requires estate planners to simultaneously navigate the difficult waters of overcoming family dynamics issues and executing an effective and tax-efficient estate plan for the senior generation...
The global wealth management business has climbed to record highs, but pricing continues to be an Achilles ’ heel for the industry, according to a widely anticipated new study from The Boston Consulting Group released yesterday (Tuesday, May...
It’s an opportunity that ultra-high-net-worth households in the United States have never seen before—the chance to give away up to $5 million over the course of their lives, tax-free. Yet a good number of them are passing it up, some...
Clients that have just come into new money—bequests, lottery jackpots, lawsuit settlements, among others—can provide a challenge for financial planners, but it’s up to advisors to anchor these clients and keep them stable, said...
The political battle over Medicare's future should concern any financial adviser helping clients plan for the cost of health care in retirement. But no matter how the fight ends, rising health care costs pose a threat to your clients' retirement...