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Spring 2016 Schedule
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View our Spring 2016 Workshop Schedule here.
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Asset Class Winners and Losers - 1986 - 2006
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View the Asset Class Winners and Losers 1986-2006.
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The Tax Advantages of DAFs
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A donor advised fund (DAF) is a philanthropic vehicle that is maintained and operated by a public charity.
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The Lonely Death of George Bell
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Each year around 50,000 people die in New York, some alone and unseen. Yet death even in such forlorn form can cause a surprising amount of activity.
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IRS Audit Period Just Doubled From Three Years To Six Years For Many
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No one wants to be audited, and knowing how long your tax return can be attacked is important.
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Four Estate-Planning Documents Everyone Should Have
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There’s no time like the present to make sure all your estate-planning ducks are in a row.
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What To Do If You Become The Executor Of Your Parent's Will
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It probably seems like your worst nightmare: Your parent has just died, and as you begin the painful and exhausting process of grieving, you learn you have basically been made secretary of his or her death.
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The Long-Term Care Insurance Industry Ponders Its Future - Seven Trends To Watch
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I recently returned from a few days at the long-term care insurance industry’s national conference, held this year in Colorado Springs.
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Long-Term Care - Families Face Steep Costs Even When It's 'Free'
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Skilled care — whether at home, in an institutional setting or by a professional caregiver — is one of the most significant financial demands clients face in retirement.
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Top 6 Regrets of the Dying
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A couple of years ago a nurse named Bronnie Ware, who counselled patients in their final 12 weeks, published a book called The Top Five Regrets of the Dying. While the five regrets made the rounds back then, we thought they warranted another look.
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