The power of apology
In a recent article in the Journal of Financial Planning, Roy Ballentine and James Grubman, Ph.D., evaluate the best methods and paths for financial…
Under the New Tax Law, “Bracketing” is the strategy for trusts
Under the 2013 new federal tax law, inaccurately named the American Taxpayer Relief Act, Congress created up to 12 layers of tax…
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…
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…
Avoiding the Obamacare Tax Penalty
James Taranto, in his WSJ Blog, “Best of the Web Today”, discusses an interesting example of service journalism about ObamaCare, which appeared in July…
Federal Judge Strikes Down Ministerial Housing Allowance
On November 22, 2013, federal judge Barbara Crabb from the Western District Court of Wisconsin (a President Carter appointee) struck down the…
Family meetings
In a recent Trust & Estates article, see http://wealthmanagement.com/estate-planning/family-meetings-come-age, Patricia Angus discusses some current thoughts on family meetings. Family meetings are an excellent…
IRS issues guidance on Net Investment Income Questions
In an August 8, 2013 publication of “questions and answers”, see http://www.irs.gov/uac/Newsroom/Net-Investment-Income-Tax-FAQs, the IRS explained basics of the new 3.8% “net investment income tax”…
