Heckerling 53, A Yawn for Charitable Planners (at least this one)
by Randy A Fox, CFP®, AEP® I attended the recent Heckerling Institute on Estate Planning for the first time in a dozen years. While it is...
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Randy A Fox, CFP®, AEP®
- Mar 19, 2019
Beware Too Good to be True
Advising clients on their philanthropy represents the pinnacle of advice giving: an area where personal fulfillment meets creative tax...
Randy A Fox, CFP®, AEP®
- Mar 13, 2019
Death & Taxes: A Twist on the Testamentary Charitable Lead Annuity Trust
by Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...
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