Estate Planning Even More Important for Advisors During Down Markets

A drop in the market is a great time to help clients with wealth transfers. As reported earlier…


How to Combat Client Estate Planning Procrastination

Be proactive about protecting clients and positioning them for whatever happens next. If I’ve…


Planned Giving: Don’t Know What You Don’t Know?

There’s still time to make a difference in your clients’ lives, even with the sunset looming.……


New Delaware Law Expands Use of Trusts for Well-Being Programs

The Delaware Trust Act 2024 introduces groundbreaking changes to estate planning and wealth…


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,…


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…


Yale Levey

Creating a Gateway for Good

Interview with Yale Levey about Philanthropy’s Power to Unite


WealthManagement.com: Goodwill Hunting When Selling a Business

Isolating "personal" goodwill can be highly advantageous for sellers Because financial conditions…