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Divorcing couples may run the risk of incurring gift tax liability if their attorneys do not draft their settlement agreements with an eye on Internal Revenue Code Section 2702's draconian valuation rules. Despite a recent plateau in divorce rates...
The recent, intense scrutiny of non-profits has centered mostly on whether they are complying with legal and ethical obligations. For the past two years, press exposs and Congressional hearings have highlighted behavior by board members and chief...
To better serve clients, it may be important for us to move to the other side of the desk. If the results of our decisions impacted our own family members, would we do things differently? Would we, in fact, eat our own cooking? Early in my career...
Lovers of the links are in danger of slicing their nest eggs into the drink, according to a recent survey. Columbus-based Nationwide Financial Services found in a recent study that while golfers have saved nearly 75 percent more than nongolfers...
It sounds somewhat crass to say, but besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. The fact of the matter is, after the age of 60, the risk of suffering from dementia increases. While only about...
It's easy to forget that retired clients of relatively modest means can actually develop huge adverse tax consequences once they are forced to take minimum IRA distributions. But there are ways (albeit, somewhat complicated on first pass) to save...
When it comes to client-advisor communications about charitable giving, something is amiss. That, at least, is the conclusion of a survey conducted by The Philanthropic Initiative of Boston. The study found that half of all advisors say they...
Residuary bequests to private foundations are a common form of charitable giving. Typically, a testator's will provides for certain bequests to individuals, and designates a private foundation as a beneficiary of all or a portion of his residuary...
Retirement benefits are typically left to the participant's surviving spouse with the expectation that she1 will do something with them: either roll the benefits over to her own retirement plan to continue maximum income tax deferral, or disclaim...
