Stories: Advisor Stories

Retirement planning is no doubt an important discussion topic during client meetings every year. In recent months, though, you may have observed an uptick in clients’ questions about their plans for retirement, perhaps related to: Required minimum...

Qualified Charitable Distributions, or "QCDs," have been in the news a lot lately, especially in light of proposed SECURE Act 2.0 legislation that passed the House of Representatives in March and is now pending in the Senate. Through a QCD, starting at age 70...

In the wake of tax season each spring, a new crop of questions may arise concerning clients’ gifts to various organizations and whether those donations qualify as tax-deductible charitable contributions. Keep in mind that Section 501(c) of the Internal...

For clients who rely on fixed-income assets, such as bonds, as well as wages, to cover their living expenses, the inflation pinch indeed may mean fewer dollars available for charitable giving. Still, for clients who own property, stocks and other assets that...

With President Biden’s Build Back Better 2022 budget reconciliation bill still pending, the White House recently released its Fiscal Year 2023 budget proposal laying out several revenue-generating components and including a "deficit-neutral reserve fund" to...

More than half of the country’s GDP is generated by the 5.5 million family-owned businesses in the United States. Profits aren’t the only priority for most family businesses; in fact, the vast majority of family business owners report that other factors,...

"The greatest wealth transfer in modern history has begun," according to a mid-2021 report in the Wall Street Journal. And, with tax reform’s big bite into estate values off the table, at least for now, many of your older clients may be thinking seriously...

Last year’s heavily-debated versions of the Build Back Better Act called for tax increases that could have impacted charitable giving. But, as 2022 gets into full swing, the legislation that is eventually passed may bear little resemblance to earlier...

Designated funds and field-of-interest funds may not always be top of mind when you are developing philanthropy plans for your clients and their families, but they are extremely valuable tools in certain circumstances and it’s important to be aware of what...

Amid the uncertainty of the COVID-19 pandemic, many clients are relying on their trusted advisors for peace of mind about the future. Creating a sound estate plan can help clients feel confident that their assets will be taken care of both now and after their...