top of page
Search

Pros and Cons of a Living Inheritance
A living inheritance allows parents to give some of their assets to their children while still alive, providing an interest-free and usually
laurenwork2023
Jul 16, 2024


AT Think: Help Business Owners with Exit Planning, Philanthropy
Many successful entrepreneurs have their wealth tied up in their businesses, which makes it difficult for them to access liquid assets...
Randy A Fox, CFP®, AEP®
Jun 12, 2024

How I Plan to Raise $10B for Charity
A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value. In the realm of charitable giving,...
Randy A Fox, CFP®, AEP®
May 29, 2024
bottom of page