Month: January 2014
January 13, 2014
Will the increased death credit reduce charitable giving?
Several recent planning articles have suggested that because of the increased applicable exclusion amount that end of life and testamentary charitable giving…
January 9, 2014
Variable Annuities a Source of Client Dissatisfaction
A recent Wall Street Journal Wealth Advisor report from Kevin Noblet states that, excluding stocks and mutual funds, the type of investment…
Gifting vacation and legacy properties to your children
In a recent Wall Street Journal Wealth Management interview, a patriarch of a wealthy family discussed a plan he undertook to pass a…
Financial conflict in a second marriage
In a recent WSJ Wealth Advisor article, Kimberly Weisul addressed the issue of easing financial tension in a second marriage. She interviewed a…
