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“Investment World” Presentation by Neal Rutter for the Spring 2023 workshop series

Why Traditional Homeowners And Landlord Policies Typically Do Not Cover Vacancy

The following are examples of interview questions to ask before becoming a client.

A recent court ruling details missteps in a claim to recover an income tax overpayment.

A brief overview of the duties and responsibilities of executors.

Often, people think that if you set up a Charitable Remainder Trust (CRT), your heirs will resent you for what they may have perceived as their money. Not necessarily true.

The U.S. Trust Study of the Philanthropic Conversation found that one-third of respondents (31%) would switch to a new advisor if that advisor could talk to them meaningfully about philanthropy.

At Vanguard Charitable, donors granted more than $1.87 billion, marking its sixth straight year of record giving.

Selfishness gets a bad rap — which, for the most part, is richly deserved.

Cash donations represented 40% of allocations to donor-advised funds at Vanguard Charitable in the seven months ended in January, up from 29% in the same period a year earlier.