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Archive :
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IRS Finally Issues New Regs for Charitable Gift Appraisals
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An overview of the new requirements.
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Warning - Be careful when clients hire family caregivers
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Not many clients are willing to face their own mortality or the prospect of one day relying on family members or professional caregivers for help with grooming, hygiene and other basic everyday activities.
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4 elements define personal financial well
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Savings and income are part of financial well-being, but we learned that they’re not always the most important part.
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Women Are Taking the Philanthropic Reins
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Advisors who embrace this shift can deepen their relationships with entire client families.
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Ten Questions to Consider When Preparing for the Passing of a Loved One
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Recommendations to coordinate optimal end-of-life care.
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CFP Board expands fiduciary duty for financial advisers
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New rule, effective in 2019, requires best-interest standard in all aspects of financial advice
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Why Doctors Die Differently
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Careers in medicine have taught them the limits of treatment and the need to plan for the end.
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Who wins and who loses in Trump’s proposed Medicare drug plan
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Some Medicare beneficiaries would face higher prescription drug costs under President Donald Trump’s budget even as the sickest patients save thousands of dollars, a complex trade-off that may make it harder to sell Congress on the plan in an election year.
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Veres Medicare Future
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Several items that everybody seems to be overlooking in the recent budget deal signed by President Trump are potentially-significant changes to how Medicare is administered
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President Trump signed these Medicare changes into law
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Seemingly overnight, big changes to Medicare morphed from being an item on various congressional wish lists into reality as part of last week’s budget deal. Here’s what to watch for.
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