Long-term care rising at three times the rate of inflation, baby boomers feel more confident about retirement and advisors struggle with referrals.
Your clients can earn big, guaranteed returns by paying off their credit cards.
A recent Private Letter Ruling held that reforming a trust wouldn’t cause assets to be included in a grantor’s spouse’s estate and wasn’t a gift by the spouse for federal gift tax purposes.
Two client segments—Millennials and women—are ahead of the curve.
For some clients, it may be a better choice than a donor-advised fund.
How to maximize deductions when principals give to donor-advised funds.
