For married clients reluctant to make gifts directly to their children, a spousal lifetime access trust can be an ideal solution.
When you make your bequest is a crucial calculation. Asian societies have long experience in juggling timing and outcomes.
Why the fusion jazz legend is a model for every successful financial advisory firm.
Why your client should never buy annual renewable term.
Small-business owners may still pay a higher marginal tax rate than wealthy people with investments -- and possibly a higher effective rate too.
Although the SECURE Act made significant changes to the required minimum distribution rules, those related to trusts as designated beneficiaries remain the same.
This practice may prompt future donors to place more restrictions on their pieces.
Now’s the time to start meaningful conversations with your clients.
The piece features over 400 signatures from a dizzying variety of American historical figures.
