In what kind of Alice in Wonderland world might clients be better off destroying good things like charitable remainder trusts (CRTs)? Answer: in the down-the-rabbit-hole world where we find ourselves these days. Here are three good reasons why we...
It looks like fractional interest gifts of art will be a viable strategy for the wealthy once again. On Aug. 6, 2009, Senator Charles Schumer (D. New York) introduced Senate Bill 1605 to restore many, but not all, of the tax benefits of fractional...
Babe Ruth's biographer, the sports writer Leigh Montville, has written that the famous baseball player's early years, spent mostly in an orphanage, are covered in a fog that settles over everything and will not leave.1 This description also fits...
When times are good, it's easy for everyone to work well together. But when money gets tight? During the lengthy recessions of the early 1980s and mid-1970s, tensions sometimes developed between two camps: wealth advisors and fundraisers...
Times are tough. Unemployment is at its highest rate in 25 years. Homelessness is on the rise. College and graduate school tuitions continue to rise at a pace that is two to three times the rate of inflation. With the resources of federal and...