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…


Michael King

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…