Randy A Fox, CFP®, AEP®Mar 26, 2019Heckerling 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...
Randy A Fox, CFP®, AEP®Mar 19, 2019Beware Too Good to be TrueAdvising 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, 2019Death & Taxes: A Twist on the Testamentary Charitable Lead Annuity Trustby Randy A. Fox & Dan Rice Introduction A constant theme in dealing with high net worth clients is the desire to fully eliminate estate...