Very few family businesses survive across generations to become 100-year family enterprises. I’m involved in an ongoing research project that’s gathering the collective wisdom of intergenerational families who have sustained shared family values and identity, along wit...

There has been much recently written about Doris Buffett, the sister of Warren Buffett, and her efforts to gift millions of dollars to disadvantaged individuals. Ms. Buffett received a substantial inheritance after her mother’s death in 1996 and has since vowed to “giv...

America has spoken and elected Donald Trump as the 45th President of the United States. The billionaire business mogul, who has never held elected office and is generally viewed as a Washington “outsider,” is certain to shake things up, especially as they pertain to ta...

The discipline of responsible investing covers many different titles and approaches, such as “socially responsible investing,” “ethical investing,” “impact investing,” “values investing” or “sustainable investing.” While the terminology and methods may differ, they all...

The Department of Labor’s new fiduciary rule will require full compliance by 2018, and some experts predict the ETF market to triple within a few years as a result. The 401(k)

marketplace’s shift to index and passive funds has been about 10 years in the making, but the...

December 30, 2016

The Qualified Charitable Distribution (QCD) rules allow taxpayers to make IRA distributions payable directly to a qualified charity without treating the distribution as taxable income. This law permits up to $100,000 per taxpayer to be contributed directly from an IRA...

Wealthy families can now transfer wealth to children and grandchildren at a transfer tax discount of up to 50 percent, while receiving up to a 50 percent current charitable income tax deduction—all while avoiding tax on the subsequent sale of appreciated assets 

For man...

On Dec. 13, 2016, President Obama signed the 21st Century Cures A

ct (H.R.34 — 114th Congress (2015-2016)). Section 5007 of the Act, titled “Fairness in Medicaid Supplemental Needs Trusts” incorporates language from the Special Needs Trust Fairness Act of 2015 by adding...

The end of the year is a great time to get your financial house in order. As the market bounces along throughout the year, your portfolio bounces right along with it. Every once in a while, you need to give it a checkup. And it’s not just rebalancing your investment po...

December 30, 2016

No matter what your familial configuration or marital status, estate planning is something every person needs to address. But the rules are complicated, and changing, for LGBT couples. And if you’re an LGBT couple operating without the legal protections and advantages...

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