March 21, 2026
Charitable Giving Guidance Beyond Donor-Advised Funds
Beyond the Donor-Advised Fund DAFs aren’t the only way for clients to give. A new Fidelity white…
February 13, 2026
Incorporate Charitable Giving in Succession Planning
Create a framework for discussing money and philanthropy. Numerous studies and news reports show…
January 15, 2026
Expanding Services to Family Office Clients
How can advisors differentiate themselves? The number of ultra-high-net-worth (UHNW) individuals,…
November 25, 2025
Don’t Rush Your Client’s Year-End Charitable Planning
Otherwise, you may end up using questionable giving vehicles. The great thing about Americans is…
October 16, 2025
Are Clients Getting Stingier as They Get Wealthier?
The number of affluent Americans giving to charity keeps falling. While the stock market and real…
September 19, 2025
Don’t Forget to Ask Clients About Their Collectibles
Even if you don’t know a Van Gogh from a Van Winkle, you’ll want to get up to speed on valuing,…
August 16, 2025
Estate Planning Isn’t Just for Lawyers
A widely cited 2022 Spectrem Group study revealed that 93% of clients sought estate planning advice…
July 31, 2025
Estate Planning Strategies Amid Tax Policy Uncertainty
'Permanent' Doesn’t Mean What It Used To Tax rates, provisions and partisanship never stop…