Planning and Advice

Proposed AMT could discourage large philanthropic gifts Proposed AMT could discourage large philanthropic gifts

Estate Planning

Proposed AMT could discourage large philanthropic gifts

Only half of the donation tax credit can be applied against the AMT, down from 100%

By Rudy Mezzetta |October 3, 2023

4 min read

Why aren’t more advisors incorporating home equity into retirement plans? Why aren’t more advisors incorporating home equity into retirement plans?

Planning and Advice

Why aren’t more advisors incorporating home equity into retirement plans?

New research looks at what's preventing advisors from recommending home equity release schemes

By Mark Burgess |September 27, 2023

2 min read

Getting to the bottom of dementia, PoA concerns Fallback Image Decorative pattern

Planning and Advice

Getting to the bottom of dementia, PoA concerns

In a hypothetical scenario, a client and power of attorney are at odds

By Michelle Schriver |September 13, 2023

6 min read

When (you’re told) a new client wants a complicated investment strategy Fallback Image Decorative pattern

Planning and Advice

When (you’re told) a new client wants a complicated investment strategy

Inheriting a client doesn’t mean cutting corners with KYC

By Michelle Schriver |July 19, 2023

4 min read