Randy A Fox, CFP®, AEP®7 days agoFeatured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from FictionEconomical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...
laurenwork2023Aug 24Featured Article on WealthManagement.com: Gifting Complex AssetsA simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...
Randy A Fox, CFP®, AEP®Aug 22Interview with Eileen HeismanRealizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning When did you last discuss donor-advised funds with...