Who would know better how to provide planning services to a multigenerational client than a…
Category: ESTATE PLANNING
American Campus In Crisis
Eclipsing the cost and competition students face when getting into college, today’s campus crisis is…
The Affluent Want To Be More Generous
High-net-worth philanthropy is on the rise. In part that’s because of global troubles such as…
The Fed Does Not Deserve All The Inflation Blame
A growing crescendo of commentary places the blame for the current surge in U.S. inflation…
Front-Row Retirement
My wife recently bought front-row tickets for the local high school’s performance of The Wizard…
T. Rowe, Schwab Say Times Call For Changing Investing Approaches
The wealth management industry is facing a transformation—both from active managers and the technology that…
The Toll of Serving as Fiduciary
Estate Planning attorneys balance competing interests when helping clients decide who they should name as personal…
How Do I Title Thee…Part II
Assets owned by an individual provide the landscape for an Estate Plan. A qualified estate planning…
Can You Give Advance Inheritances to Get Around Estate Taxes?
You pay many different types of taxes throughout your life, including income taxes, property taxes, capital…
Can You Revoke a Trust?
Some people assume that one of the differences between a will and a trust is the…