The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.
What is the “new normal” of estate and gift tax planning under the American Taxpayer Relief Act of 2012? What are the new planning paradigms? Sam Donaldson, professor of law at Georgia State University College of Law, discusses planning options for $5 million, $8 million, and $30 million families.
This week I heard something that really stuck with me: "Follow your ignorance." It's a phrase that my colleague, Jason Voss, CFA, likes to use, and it's a mantra we all should adopt. Said another way, it could be: "Follow your curiosity."
With interest rates at record lows, wealth managers who serve charitably minded clients in the United States may want to take a closer look at the merits of a charitable lead trust, a vehicle that is sometimes referred to… READ MORE ›
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