How high lifetime exemption amounts and low interest rates add up to estate planning success.
Any change in the fiscal climate from this being an election year should not distract you or your clients from long-term financial planning goals.
Planning for one's funeral is an important, and often overlooked, aspect of an estate plan.
Steps funders can take toward transformational change.
The pandemic proves that no matter how large or small, all family offices need to operate with a clearly defined set of rules and procedures.
It can be easy to fall for misrepresentations.
It depends on their current situation and charitable goals.
Practitioners must know the right questions to ask.
