Charitable Giving
Learn about the most effective ways your clients can contribute to charities that align with their personal philanthropic goals while also reducing their taxes.
Estate Planning: 5 Seasonal Thoughts on Clients' Minds
By Allison Lauren LeeAs clients celebrate the holidays with family, there's ample time to have important conversations.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — IndividualsHere's how financial advisors, industry executives and asset managers are making a difference — locally and nationwide.
October 30, 2023
LUMINARIES 2023 Finalists: Community Impact — FirmsHere's how broker-dealers, RIAs and other financial-services groups are making a difference — locally and nationwide.
October 27, 2023
How a Creative Planning Advisor Helps the Wealthiest ClientsSupporting ultra-wealthy clients involves investment management, estate planning risk management and much more, Brenna Saunders says.
October 13, 2023
11 Most Generous Billionaires: Forbes, 2023These members of the new Forbes 400 list have given 20% or more of their fortune to charity.
October 03, 2023
FINRA Fines Former LPL Rep for Faking 30 Clients' SignaturesThe regulator also suspended the former broker for four months.
September 25, 2023
Avoid Year-End Stress: Discuss Charitable Giving With Clients NowThe best charitable giving decisions are often made in advance. Here are 10 issues to discuss.
September 15, 2023
The Big Estate Tax Exemption Cut Is Just One Planning Trend to FollowOther developments to watch: Irrevocable trusts might not be as irrevocable as they seem.