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.

Asset protection isn't just for wealthy clients, particularly in a post-COVID-19 world. Read WealthManagement.com article here.

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

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.

Randy Fox weighs in - LegalZoom article: What Changes Should You Make To Your Estate Plan During the Coronavirus Pandemic?

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.

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...

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...

“Hi, my name is Randy and I’m a number cruncher. I admit that I can’t recommend anything to a client without running a projection. Or two...

by Randy Fox It is common for financial planners (like me) to guide my clients into and through the estate planning process. The theory b...

by Randy Fox Planning for Potential Tax Changes Attorneys Martin Shenkman, Jonathan Blattmachr, et al aired a webinar recently on year e...