Practical analysis for investment professionals

estate planning

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.

Post-ATRA: The New Planning Paradigm for Wealthy Families

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.

Weekend Reads for Advisers: Investing, Poker, and Retirement

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."

Low-Rate Environment Favors “Jackie O” Charitable Lead Trust

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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