But you knew that. Lately, the tag of “zombie philanthropy” has been applied to the increasingly popular Donor Advised Fund (DAF) category.

Just as we do in our day-to-day lives, as advisors, we need the best tools to help our client.

Where does charity actually begin? …At home? I don’t think that’s correct, since most real charity involves helping causes outside the home.

Wealth, prosperity, and abundance are often used interchangeably. However, they are not the same at all. Read more.

Like many, I have been pondering what the economic future may look like and my outlook has been less than rosy. What comes next?

When working with High Net Worth (HNW) families in the estate planning process, the subject of asset protection often arises.

Fifty plus years into my work life and I still am learning how to be satisfied with the rhythm of my day.

High overhead costs for charities make us question their usefulness. However, we need to focus on other metrics when giving.

The recently enacted CARES Act offers broad relief for families and employers. The bill is extremely complex. Here's what you need to know.

The Covid 19 Pandemic caught everyone flat footed. As we all scrambled to work from home (well, I have been for a long time) and have wat...

Not taking the time to plan when selling a business can lead business owners to become involuntary philanthropists -- AKA taxpayers.

In the midst of an unimaginable crisis, it’s difficult to imagine the future and to know what to do. We are in this together.

Welcome to the new normal. The only thing that is certain is uncertainty in this very strange time.

What happens when we are sold solutions before the problem is even understood?

As an advisor, it's imperative that you ensure your clients are educated and know what's really happening during the planning process.

It seems ludicrous to think that failure is a good thing. It’s painful. Sometimes humiliating. It’s also humbling.

When the SECURE Act was first proposed in mid-2019, what seemed to be the most troubling feature to me was the elimination of the stretch...

Pooled Income Funds (PIFs) and Charitable Remainder Trusts (CRTs) were both signed into law in the 1969 Tax Act. PIFs under §642(c)(5) an...

Why do we plan first and sell later, you ask? Fifteen plus years of working with advisors across the country have allowed me to observe a...

A few days into the year of perfect vision (something I never was blessed with) and I’m already wondering what has happened that is impor...