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Charitable Planning

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Vanguard Warns Non-Profits Against Expensive Alternatives

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Non-profit organizations should be wary of overpriced alternative investments, Vanguard said Monday.

50% Tax On Missed RMDs May Be Waived

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Clients who fail to make required withdrawals from retirement accounts may be able to avoid the steep penalty.

RIAs, Family Offices A Rising Influence On Private Equity Markets

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Advisors and private clients are beginning to move the secondary markets for private equity.

Advisors Often Miss The Point In Philanthropic Planning

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It's not just about tax strategies to the clients; it's about their values.

U.S. Election, Syrian Crisis Affect Charity

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Fidelity Charitable reports changes in philanthropic donations.

Charitable Planning: The Missing Conversation

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Advisors can deepen their client relationships through discussions about charitable giving, according to Fidelity Charitable.

Among Wealthy, Old And Young Blaze Different Paths

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The older generations prefers traditional investments, while millennials are more interested in impact investments, the survey found.

U.S. Charitable Giving Rises As Political Uncertainty Grows

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Individual and overall giving increased to an all-time high last year, a new study says.

These 5 Mistakes Destroy Generational Wealth

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Inheritances dissipate due to the behaviors of heirs, says Jill Schlessinger.

Little Tax Plan Promises Big Benefits For Wealthy Clients

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Much of what is proffered looks to benefit clients of financial advisors.

Fidgety About Tax Reform? Here Are 10 Things Estate Planners Can Do Now

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Attorney John O. McManus offers 10 estate planning strategies that remain useful despite tax reform's unknowns.

Distaff Donations Differ

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Millennial and boomer women approach giving differently, and so do women and men, says Fidelity Charitable.

Many Retirees Advised To Spend Too Conservatively

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Younger retirees are often advised to spend too conservatively, says J.P. Morgan retirement strategist.

The Modern Family Office Must Be A Multifamily Affair

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The traditional single-family office model is insufficient to handle the needs of today's wealthy families, advisors say.

Author Michael Lewis Mulling Book About Trump Administration

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At Morningstar's conference, the "Flash Boys" author hints he may write a book about Trump.

Cuts To Federal Programs Motivate Philanthropists

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Donors might rise to the challenge in an era of penny-pinching federal policies.

Creating Certainty For LGBTQ Families In Uncertain Times

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By focusing on areas that our clients can control, we can offer a sense of peace in these uncertain times.

Most Americans Still Avoid Estate Planning, Study Says

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Half of Americans have no formal estate plan, and those who do don't want to talk about them, the study says.

AI, Big Data May Become Tools For Elder Financial Abuse

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Experts explain why the potential for manipulation is growing.

Clients' Charity Talks Also Help Advisors

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Advisors can use philanthropic planning with clients to help build their firms, advisors say.

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