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.
The Green Advisor: WalMart Shows the Way
By Bob KeaneI've been to a number of advisor industry conferences over the last five years--some put on by custodians or broker/dealers and others by professional associations....
November 24, 2009
The Secret of Building a Family FoundationOne of the most significant trends in wealth management and estate planning is the creation and funding of private foundations, especially those controlled by families.
November 23, 2009
Giving Back and Going ForwardFor the wealth manager who serves affluent clientele, especially today, few things forge better bonds than sharing in their philanthropic and charitable interests.
November 18, 2009
Healthcare reform: Americans are on the fenceThe results were gathered before the passing of the healthcare reform bill and indicate that Americans are torn over the impact of the such a law.
November 17, 2009
Federal Estate Tax Changes LoomWith the Federal Estate Tax rules on the cusp of expiration (for one year) in a matter of weeks, wealth managers and their clients are having a difficult time predicting what the government will do.
November 16, 2009
Leverage in Life--and DeathThe competition to attract business from the desirable high-net-worth niche is fierce, and wealth managers must continually find ways to differentiate themselves to capture their...
November 16, 2009
Using SUL To Lengthen A Boomer's LegacyMany boomer business owners are going to be looking to plan their exit strategies in the short years ahead. With careful analysis and evaluation, a well-planned strategy can help ensure they leave a legacy for their families and communities.
November 15, 2009
Using SUL To Lengthen A Boomer's LegacyMany boomer business owners are going to be looking to plan their exit strategies in the short years ahead. With careful analysis and evaluation, a well-planned strategy can help ensure they leave a legacy for their families and communities.