Wealth Planning

What to do when there are not enough bucks to take care of the financial damage

The feds may soon try to turn wealth advisors into snitches. But first the IRS is offering a deal if taxpayers come clean before Sept. 23, 2009

Lessons to learn from one taxpayer's loss on how
you should value fractional interests in artwork

Should one beneficiary be allowed to reject a trustee’s accounting for all? An Illinois appeals court says, “Yes”

Goldman's quarterly earnings were "amazing," but what will a populist Congress think of its "accrued compensation" kitty of $4.71 billion? for more, go to VonAldo.com, the blog of Registered Rep. editor-in-chief David A. Geracioti.

In our November "Fear & Loathing in Retirement Land" package, we noted how difficult it was for financial planners to create retirement plans for clients with iffy DB plans. What to do about it. Go to VonAldo.com.

Wall Street types might be wise to eat their own cooking. For more, go to VonAldo.com, the new blog by David A. Geracioti, Registered Rep. editor-in-chief.

We predict that donor-involved giving is going to increase in the long-term as Baby Boomers enter retirement, the time at which people tend to grow more philanthropic

As estate-planning attorneys, we often find ourselves forced to act as family counselors for our clients despite our lack of formal training for this role

You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients