Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Estate Planning: 5 Seasonal Thoughts on Clients' Minds
By Allison Lauren LeeAs clients celebrate the holidays with family, there's ample time to have important conversations.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 13, 2023
11 Most Generous Billionaires: Forbes, 2023These members of the new Forbes 400 list have given 20% or more of their fortune to charity.
October 03, 2023
FINRA Fines Former LPL Rep for Faking 30 Clients' SignaturesThe regulator also suspended the former broker for four months.
September 25, 2023
Avoid Year-End Stress: Discuss Charitable Giving With Clients NowThe best charitable giving decisions are often made in advance. Here are 10 issues to discuss.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.
September 11, 2023
10 Ways to Connect With Wealthy Prospects Through Charity EventsOnce you've joined the right groups, take these steps to get on your prospects' radar.
September 01, 2023
Indexed Life Insurance Sales Climbed 7.6% Since Q2 2022: WinkWink CEO Sheryl Moore expects the number of issuers in the indexed life market to increase.