Wealth Think

Yes, an industry app-maker argues, if the more a consumer plays the more they benefit.

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Appraisal and eventual sale on the secondary market of a policy no longer needed can make sense for older clients, says an industry expert.

If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.

For practice leaders in fast-expanding firms, relinquishing control to an outsourcer can be challenging.

2022 topics should include year-end giving strategies, income and deduction bunching and retirement account conversions.

Selecting the right model can put them on track to achieve their philanthropic goals and objectives.

Revelations about the failed cryptocurrency exchange FTX's inroads into the banking system raise important questions about how limited the crypto crash really is.

Regularly revisiting a client's planning documents offers a new perspective for an array of planning issues.