Wealth Planning

See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
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Scrivener’s Errors Cause Havoc in Estate Plan

Mar 10, 2021

PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.

France is About to Take Apart Brussels IV

Mar 10, 2021

If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.

Why Are Aging Rockers Cashing Out Their Music Catalogs?

Mar 10, 2021

Estate liquidity may be the key.

Managing Personnel During the Pandemic

Mar 10, 2021

WealthHarbor Capital Group’s Brandon Grandbouche and CBIZ Retirement Plan Services’ Stan Milovancev discuss how their firms are handling hiring and managing staff amid COVID-19’s disruptions.

FAFSA Changes Target Divorcees and Extended Family

Mar 09, 2021

The formula will change for families filling out the form beginning Oct. 1, 2022.

New York Senate Proposes New Tax on Auction Sale of Art

Mar 09, 2021

If passed, proceeds will go to a newly established art education fund.

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Wealth Planning

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.

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.