It's easy to see why charitable remainder trusts, or CRTs, continue to grow in popularity. You get to eat your cake and have it, too. CRTs allow donors to sell appreciated stock without paying capital gains, place them in trust and hang onto an...
Too often advisors have regarded charitable giving as a zero-sum game. Every penny your client gives to charity is a penny deducted from your AUM tally. In fact, knowing the basics of charitable giving can build up your bottom line in several ways...
The stock market may be sickly, but plenty of Ken Richard's clients face painful capital gains tax bills. A registered financial consultant at Kara Financial Services in St. Paul, Minn., Richard advises longtime employees of such Minnesota blue...
What you should look for when selecting a lawyer for your client.
Why Put Your Faith (and Client Accounts) in Your In-House Trust Bank?
Throughout its history, an important factor in American life has been the vital role charities and philanthropic institutions have played in an economic, political and cultural mix that includes business, government and private philanthropy. In...
Estate Planning: The Strange Case of the Unmarried Couple
Wit,Wisdom & the Fiduciary Professions Dangerous Postponement Without Cause Ongoing thoughts about a misinformed public reaction to transfer tax reform By Ror M. Adams, Chair Editorial Advisory Board Many of our readers have communicated to us...
For over 20 years, it has been my privilege to teach law students at Northwestern University Law School and very early in my career at four other law schools. At The American Bankers Association National Trust School and National Graduate Trust...
Charles A. Redd explains why life insurance isn't always necessary
