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Mar 21

Perfect Storm of Estate Planning Challenges

Will you be there to help? The looming estate planner shortage poses a significant challenge amidst the impending transfer of wealth,...

Feb 14

Gift and Estate Exemption Clock Ticking for 2 Million Families

HNW clients need to start thinking about moving their assets. The expiration of generous lifetime estate and gift tax provisions by the...

Jan 29

Data Shows Advisors Don’t Get Philanthropy

It’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...