April 23, 2025
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…
March 17, 2025
How to Combat Client Estate Planning Procrastination
Be proactive about protecting clients and positioning them for whatever happens next. If I’ve…
March 3, 2025
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.……
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…