It's often a better option, both in terms of dollars and cents and family stress, than passing on a residence to heirs. In the article,...

A simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...

If not, that's on you. The latest Nuveen Wealth Inheritor Research Study has been attracting lots of attention throughout the advisor...

There are dozens of other variables As advisors, we spend our time trying to master the Tax Code, as well as sophisticated trusts and...

In this article, Randy Fox discusses why clients don’t need to be billionaires to realize the benefits of giving assets such as S...

Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...

Isolating "personal" goodwill can be highly advantageous for sellers. Because financial conditions are tightening, you may have clients...

FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...

Don’t let high-net-worth clients and business owners fumble the ball in their rush to beat the calendar. With everyone moving so quickly...

As charitable giving is on the decline, due to the state of the economy, Randy Fox offers ideas on how to continue to have these...

Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.

Think Bezos, Buffett and Musk have it wrong? Think again. You may be surprised to learn that these guys actually know what they are doing...

For many successful entrepreneurs, a business represents 80% to 90% of the value of their estate. Aging, pandemic fatigue, labor...

For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...

Helping clients do charitable planning properly will boost your business. Read about some options here.

As the old saying goes, economists have predicted 27 of the past five recessions. That’s how I feel about all the handwringing over Presiden

What to know about POD accounts Would your loved ones have necessary access to your bank accounts after you die to help carry out your...

Questions advisors should be asking their clients (and themselves) ASAP in this frantic time of FOMO. In this article, Randy Fox talks to...

How to expand your referral network within high-net-worth families and why you don’t want to go it alone when it comes to complex client...

A willingness to communicate and work with other professionals is a talent that can be monetized Randy Fox talks to WeallthManagement.com...