CARES Act Charity Tax Break Creates a Trust Planning Opportunity, but Act Fast
By Robert Bloink | William H. ByrnesA CRUT allows high-income clients to make a big donation without relinquishing all income-generating potential of the assets.
September 24, 2021
Donors Plan to Give More in 2021: Fidelity CharitableA year and a half into the COVID era, donors continue to boost their generosity, the study found.
September 23, 2021
Gen Z Workers Are Financially 'Mature for Their Age': SchwabThey're also more likely than other generations to say they would take financial advice, a survey found.
September 22, 2021
6 Planning Points to Help Clients Live Long and Prosper: MorningstarStanford Center on Longevity's Laura Carstensen explains why people are living longer and how it affects future planning.
September 20, 2021
More Wealthy Business Owners Looking to Retire, Move or Sell: SurveyTwo-thirds of wealthy business owners say COVID accelerated their plans to retire or sell, Clarfeld | Citizens Private Wealth found.
September 15, 2021
FINRA Files to Extend Remote Branch-Office InspectionsThe proposed rule change would include 2022 inspection obligations through June 30.
September 13, 2021
5 Top States for Working-Age DeathsPreliminary data suggest that all-cause mortality for people ages 25 through 64 had leveled off in the summer.
September 10, 2021
Parents at Home Need Life Insurance Too: Idea FileYou may know that, but an online agency founder says many young clients don't.