See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
The age group projected to show the greatest percentage increase in the United States and Western countries is the centenarian population. Are your clients financially equipped to live a century or more...
As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events of 2011 may portend another year of uncertainty. But, when it comes to estate and financial...
The combination of the generous $5 million gift, estate and generation-skipping transfer (GST) tax exemptions (adjusted for inflation) provided in the 2010 Tax Act, historically low interest rates and depressed estate values has provided an...
