Under the Hood: What You Need to Know About Wills, Pt. I: The Checklist
Financial planners should know how to review a client's will to ensure their wishes are met. Here's the first part of my estate planning checklist.
Advisors Giving Back: Commonwealth’s Nelson Ball Does It All
Financial advisor Nelson Ball has found many ways to support his community and a variety of causes.
IRS’ Top 10 Richest Nonprofit Charities
More than 315,000 nonprofit charities reported nearly $2.5 trillion in assets for tax year 2008, according to the IRS, with universities and large hospitals dominating the top 10.
4 Key Predictions for Charitable Giving in 2012
Growth in giving will increase this year, though at a slower pace than in 2011, but where will it come from and where will it go?
Warren Buffett’s Son, Peter, Says Dad Doesn’t Owe Him a Thing
Billionaire investor Warren Buffett has earned a reputation as a highly quotable speaker, and now his son Peter is following in his father’s footsteps even though he won’t be inheriting his dad’s fortune.
Fidelity Charitable’s Contributions, Grants Set Records
Fidelity Charitable, the largest provider of DAFs in the U.S., on Wednesday reported a record-breaking 30% increase in contributions for the first half of 2011.