December 29, 2023
Interview with Yale Levey about Philanthropy’s Power to Unite
December 29, 2023
WealthManagement.com: IRS Amps Up Enforcement on the Wealthy
The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce…
December 29, 2023
WealthManagement.com: Four Strategies for Donating a Home to Charity
It's often a better option, both in terms of dollars and cents and family stress, than passing on a…
December 29, 2023
WealthManagement.com: Dynasty Trusts: Separating Fact from Fiction
Economical estate planning, creditor protection and peace of mind for HNW clients in the face of…
December 29, 2023
WealthManagement.com: Gifting Complex Assets
A simple approach to helping clients maximize charitable impact and reduce taxable income. n In…
December 29, 2023
Realizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning
December 29, 2023
WealthManagement.com: Lessons for Advisors From Aretha Franklin’s Estate Woes
Estate Planning Advice by Two Hawks Consulting n In this article, Randy discusses the estate…