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The Insurance Opportunity no one is Talking About The subject of life insurance is always controversial. Everyone needs it, no one wants...
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Randy A Fox, CFP®, AEP®
- Apr 3, 2019
My Picks for the Final Four (it’s not what you think)
Recent studies estimate that some 42%* of planned gifts come from bequests. Yet, these gifts only represent 8%* of all giving. Reading...
Randy A Fox, CFP®, AEP®
- Mar 26, 2019
Heckerling 53, A Yawn for Charitable Planners (at least this one)
by Randy A Fox, CFP®, AEP® I attended the recent Heckerling Institute on Estate Planning for the first time in a dozen years. While it is...
Randy A Fox, CFP®, AEP®
- Mar 19, 2019
Beware Too Good to be True
Advising clients on their philanthropy represents the pinnacle of advice giving: an area where personal fulfillment meets creative tax...
Randy A Fox, CFP®, AEP®
- Mar 13, 2019
Death & Taxes: A Twist on the Testamentary Charitable Lead Annuity Trust
by Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...
Randy A Fox, CFP®, AEP®
- Mar 5, 2019
(Collector) Car Pooling – It’s not what you think
Planning for Collections & Collectibles Collectors collect. It’s what they do. There are very few “static” collections. Cars come, cars...
Randy A Fox, CFP®, AEP®
- Feb 18, 2019
IRA Strategies Your Mother Never Told You – Part I
by Randy A. Fox Advisors often find themselves in situations where they are asked for advice regarding efficient uses of IRAs or other...
Randy A Fox, CFP®, AEP®
- Feb 13, 2019
Interview with Claire Costello: The Philanthropic Conversation Survey Findings
Listen to the interview here by Randy A. Fox & Claire Costello Randy Fox: Hi, this is Randy Fox. Today I am privileged once again to be...
Randy A Fox, CFP®, AEP®
- Feb 4, 2019
Silk Purses and Sow’s Ears: Creating Cash Flow
by Randy A. Fox That very old expression, “you can’t make a silk purse out of a sow’s ear” seems sensible at first. Something from...
Randy A Fox, CFP®, AEP®
- Jun 1, 2018
1031 and Done
The Tax Cut and Jobs Act that went into effect on January 1st of 2018 contains sweeping changes to the entire tax system. Corporate,...
Randy A Fox, CFP®, AEP®
- May 29, 2018
Time to Revisit Your Bequest Program
One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world. An easy entry into...
Randy A Fox, CFP®, AEP®
- May 9, 2018
The Charitable Deduction Did Not Go Away–It Just Moved Next Door
For many Americans the new tax act, now known as TCJA 2017, means they will no longer itemize their tax deductions. While this may make...
Randy A Fox, CFP®, AEP®
- Apr 30, 2018
SHHHHH–Don’t Tell Anyone
….but the best kept secret in planning has only been around since 1969. Best kept secret? What do you mean? How about a strategy that...
Randy A Fox, CFP®, AEP®
- Apr 14, 2018
Opportunity under your nose
One of the many ways to explore the charitable leanings of a client is to find out what they care about in the world. An easy entry into...
Randy A Fox, CFP®, AEP®
- Mar 12, 2018
Identity Crisis
While it may seem obvious when looking for planned gifts, who you’re talking to is really important. That is, the client’s age and their...
Randy A Fox, CFP®, AEP®
- Jan 14, 2018
Collecting Opportunities
It is estimated that 30% of families with a net worth exceeding $10 million collect something – be it art, antiques, or classic cars....
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