Everyone who has worked on lots of planned gifts from Baby Boomers, hold up your hands. Just as I thought. Sure, there are gift plans that fit. Lead trusts in some cases. Term-of-years CRTs. Deferred payment gift annuities. Virtual endowments. The writer hasn’t seen more than a few window shoppers and at most only a …Read More
Older individuals who have inherited wealth are often mistrusting of others, and usually for good reason. There are lots of people who would like to get their hands on the wealth. Such an individual typically has a few close advisers or confidantes she trusts, and that’s it. The problem often is, the wealthy individual trusts …Read More