Randy A Fox, CFP®, AEP®Feb 14Gift and Estate Exemption Clock Ticking for 2 Million FamiliesHNW clients need to start thinking about moving their assets. The expiration of generous lifetime estate and gift tax provisions by the...
Randy A Fox, CFP®, AEP®Jan 29Data Shows Advisors Don’t Get PhilanthropyIt’s time to get educated before it’s too late. I've long felt a kinship with Al Gore's mission in "An Inconvenient Truth" to confront...
laurenwork2023Jan 23Interview with Amy CastoroPREPARING PHILANTHROPIC HEIRS Managing Family Dynamics and Philanthropic Legacies For high-net-worth families, big money and strong...