The biggest worry among ultra-high-net-worth families is not how to maximize investment returns, but rather how to ensure their children don't grow up to feel entitled or otherwise adversely impacted by family wealth, IPI’s Charlotte Beyer told...
Break-even analysis can prompt clients to take Social Security benefits sooner rather than later, as a hedge against early death. They really should be hedging against living longer and running out of money.
Tax savings, asset protection and privacy, as well as solutions to political and regulatory concerns, all combine to make the United States the situs of choice.
The Fifth Circuit pours dirt on the DOL rule’s coffin, Fiduciary Trust Charitable cuts donor-advised fund minimum and millennials are still relying on their parents for money.
