Two important developments have brought goal-based wealth management into greater
focus in the last three years. The financial market meltdown of 2008 has changed the way …

The forthright brand of shareholder activism associated with hedge funds became a major
corporate governance phenomenon in the United States in the 2000s. Financial economists …

Planned giving, including charitable remainder trusts, charitable gift annuities, remainder
interest deeds, donor advised funds, and gifts of appreciated stocks and bonds, can offer …

Noting how difficult it is to making up one's mind when it comes to designing and funding
wealth transfer structures, the author proceeds to identify the numerous pitfalls that must be …

A charitable remainder trust (CRT) may be attractive to a married couple (or a single person)
whose wealth is concentrated in a highly appreciated asset and who want to diversify their …