Perfect Storm of Estate Planning Challenges
Will you be there to help? The looming estate planner shortage poses a significant challenge amidst the impending transfer of wealth,...
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Randy A Fox, CFP®, AEP®
- Feb 14
Gift and Estate Exemption Clock Ticking for 2 Million Families
HNW 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 29
Data Shows Advisors Don’t Get Philanthropy
It’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...
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