by Eric L. Reiner
Donor-advised funds report droves of conversions from private foundations.
Some advisors who serve as trustees of client accounts are rethinking
that role, concerned about new rules that would make them subject to
surprise audits.
Advisors looking to
tap the next generation of wealth hosted year-end events and
invited clients' children to come to the office.
As Congress appears ready to let the federal estate tax lapse on January
1, a dramatic question is what a repeal will do to millions of less
affluent taxpayers.
Same-sex couples pay more to the government than their heterosexual counterparts under the federal estate tax.
by Mary Rowland
Advisors who want to capture intergenerational wealth must focus on the people side of business.
by Deborah L. Jacobs
Wealth transfer strategies for tough economic times.
by
Dorothy Hinchcliff
Barclays Global Investors today launched a
donor-advised fund that allows clients to invest their charitable
contributions in at least 25 iShares ETFs.
by
Dorothy Hinchcliff
North American Management Corp., an independent Boston-based wealth
management firm with an 80-year history, has established a trust
company.
by Cathleen M. Clauson
Trusts are a good way for advisors to expand their businesses. Here's why.
by Mary Rowland
If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee.
Foundation Source Expands Philanthropic Services
Foundation Source, a provider of support services for private foundations based in Fairfield, Conn...
by
Dorothy Hinchcliff
Changes in federal law over the next few months could dramatically impact clients' retirement plans.
by Richard A. Behrendt
"Opportunity is knocking." That's been the mantra of estate planners
recently as the first half of 2009 has been ripe for high-net-worth
clients to consider some very robust estate planning.
by Tere D’Amato
Financial turmoil makes it a perfect time to breathe new life into estate plans.
by
Jeff Schlegel
Portfolio woes mean less money for philanthropy.
by Steven Leshner
Our role as advisors is to show our clients that there's a parallel between fiscal and physical fitness.
by Caren Chesler
In tough economic times, some clients are wondering if they could tap those untouchable trusts. Probably not a good idea.
by Allen Hamm
Big improvements have come to long-term care insurance, but some policies still contain unacceptable restrictions for accessing benefits.
