Wealth Planning

In the view of some who follow the philanthropy business, financial advisors could have one of two reactions to the announcement by Warren Buffett and Bill Gates that they have rounded up 40 billionaires who have agreed to give away most of their...

It’s not surprising that most clients who are eligible to collect Social Security retirement benefits are interested in initiating the income stream as soon as possible (even if doing so is an admittance that they are officially “old”). But if...

UBS hands over names of taxpayers with Swiss accounts

Once issued, a life insurance policy can remain in effect for decades. During this time, the original owner's goal and objectives may have changed, or a need for additional insurance or changes to the policy may have arisen. Too often...

Despite the economic recession, private foundations (PFs) led by individual donors and by families continue to form, grow and increase their grant making in one way or another. Indeed, a recent analysis of the giving patterns of 700 Foundation...

We're now entering the eighth month of 2010 a year in which we've had no estate tax. We're also facing possible legislation and uncertainty on other issues including the allowable terms and forms of grantor retained annuity trusts (GRATs) and the...