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Helping New Generational Clients Mitigate Money Anxiety
Dec 18, 2024
Financial therapy can aid next gen clients address all their initial and ongoing worries and is essential to winning and maintaining their business long-term.
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A Tale of Two Recent QTIP Trust Termination Cases
Dec 18, 2024
The Anenberg and McDougall decisions have broad implications for estate planning.
money-gavel
GST Tax Exempt Status Retained for Court-Modified Trust
Dec 18, 2024
The proposed changes didn’t shift the beneficial interest or extend the vesting period under the original trust.
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Sponsored Content
What’s a Legacy Income Trust?
Dec 18, 2024
Brian C. Smith, Executive Director with Eaton Vance, explains the benefits of Legacy Income Trusts as a charitable giving and estate planning tool.
Adjusted for Risk Zephyr podcast
Adjusted for Risk: Tips for Closing the Generational Gap
Dec 16, 2024
Yellowstone Wealth Advisors' James Langabeer discusses the great wealth transfer, the most dominant emotion impacting investing and why “wealth is not a number.”
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Post-Election Estate Planning: A New Era
Dec 16, 2024
Strategic insights for business owners, artists and art collectors.
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The 23 States Where Comfortable Retirement Is Most Expensive
Dec 13, 2024
It will cost you at least $1 million in nearly half the country.
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IRS Approves Modifications of Charitable Remainder Unitrust
Dec 11, 2024
Incorporation of changes to the original terms of a CRUT may allow it to better reflect the grantor’s current objectives.
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Inaugural Survivor Winner Richard Hatch Ordered to Pay $3.3M Tax Bill
Dec 11, 2024
The winner of the first season of Survivor faces the consequences of tax evasion and failure to report.
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Federal Court Suspends Corporate Transparency Act Enforcement
Dec 11, 2024
Clients and reporting companies should stay tuned for further updates.
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