November 25, 2024
New Delaware Law Expands Use of Trusts for Well-Being Programs
The Delaware Trust Act 2024 introduces groundbreaking changes to estate planning and wealth…
December 29, 2023
WealthManagement.com: Personality Traits Aren’t the Only Factors That Impact Giving
There are dozens of other variables As advisors, we spend our time trying to master the Tax Code,…
December 29, 2023
WealthManagement.com: The Advantages of Gifting Non-Cash Assets
In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the…
December 29, 2023
Interview with Yale Levey about Philanthropy’s Power to Unite
December 29, 2023
WealthManagement.com: Goodwill Hunting When Selling a Business
Isolating "personal" goodwill can be highly advantageous for sellers Because financial conditions…
December 29, 2023
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to…
December 29, 2023
WealthManagement.com: Hasty Year-End Planning Can Have Lasting Consequences
Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the…
December 29, 2023
WealthManagement.com: Stretching Your Clients’ Charitable Dollars
Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios…