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Biden 2023 Green Book Part 3: Trust and Estate Administration

Mar 31, 2022

Will required annual reporting on trust assets actually come to pass?

Biden’s 2023 Green Book Part 2: HNW Planning Techniques

Mar 31, 2022

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Biden's 2023 Green Book Part 1: The Billionaire Tax

Mar 31, 2022

Or, more appropriately, the $100 millionaire tax.

Biden’s Billionaire Tax Would Punish Long-Term Investors

Mar 30, 2022

The president’s proposal is not only plagued by practical problems, but also undermines one of the core goals of a progressive tax system.

MacKenzie Scott Donates $436 Million to Habitat for Humanity

Mar 22, 2022

Scott, 51, the philanthropist and former wife of Amazon.com Inc. founder Jeff Bezos, has a fortune of $54.4 billion. This is her largest gift since joining the Giving Pledge in 2019.

Busting Whole Life Policy Myths

Mar 22, 2022

The conventional wisdom of what 'whole life' is and how it works is often far from the truth.

Plan for Retirement? Millennials Don’t See the Point

Mar 21, 2022

A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving.

Making Sense of Deficits, National Debt and Inflation

Mar 17, 2022

Overly associating current inflation with the long-term problem of escalating government debt will not help with either issue.

As Cryptocurrency Wealth Grows, Some Donors Find It Difficult to Give

Mar 14, 2022

Many charities still lack the infrastructure to accept digital asset gifts.

WMRE's Common Area: What Family Offices Want from CRE Investments

Mar 14, 2022

Belinda Schwartz, chair of the real estate department with Herrick Feinstein, comes on the podcast to discuss how HNWIs and family offices approach investing in the commercial real estate sector.

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