A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...

An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...

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...

It’s time to have uncomfortable conversations; advisors must step up. The annual UBS study on billionaire ambitions reveals a historic...

It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...

Economical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...

A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...

There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...

In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...

Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...

Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the calendar. With everyone moving so quickly...

Tools to use when portfolios have taken a hit. With a potential recession looming and portfolios down substantially, many nonprofits (and...

Have you been hesitant to bring up charitable giving with your clients during this volatile financial climate? Randy Fox tells...

As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...

It's all about reducing taxes and taking care of family. Tax breaks aren't always what motivates HNWs (High-net-worth individuals). Find...

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

Helping clients do charitable planning properly will boost your business. Read about some options here.

Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift? We recently learned...

Panera Bread, the national fast casual food chain, has an interesting and flexible menu choice called “You Pick Two.” This option allows...