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 next generation. Copyright Evan Agostini, Getty Images
Ultra high net worth individuals will transfer $3.9 trillion to the next generation by 2026, down from $4.1 trillion estimated in 2014, according to a new report by Wealth-X and NFP. T...
David Swenson is an icon in the investment world. His Yale “endowment model” is widely considered to be the gold standard by which all others are measured. While effective for tax-exempt entities like endowments and charitable...
(Bloomberg Gadfly) -- Warren Buffett induced chuckles earlier this year when the octogenarian said he wasn't convinced he'd be any likelier to reach the ripe old age of 100 by replacing his beloved Coca-Cola with water or his...