Randy A Fox, CFP®, AEP®Oct 23, 2023Featured Article: Four Strategies for Donating a Home to CharityIt'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,...
Randy A Fox, CFP®, AEP®Sep 25, 2023Featured Article on WealthManagement.com: Dynasty Trusts: Separating Fact from FictionEconomical estate planning, creditor protection and peace of mind for HNW clients in the face of sunsetting Trump-era estate exemption...
laurenwork2023Aug 24, 2023Featured Article on WealthManagement.com: Gifting Complex AssetsA simple approach to helping clients maximize charitable impact and reduce taxable income. In this article, Randy discusses The National...