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The Kids Are Alright—But Are They Right for the Family Business?

The Estate Planner
 
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Wealth Management Morning Memo

MAY 29, 2024

The Kids Are Alright—But Are They Right for the Family Business?

Anna Sulkin Stern

Understanding the outsized influence of Gen Z.

FULL ARTICLE

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Termination of QTIP Marital Trust Didn’t Create Gift Tax Liability

Thomas Norelli

Tax Court finds inapplicability of IRC 2519 and lack of gift tax liability.

FULL ARTICLE

Nine Tips for Advocacy and Policy Change-Focused Philanthropy

Debby Bielak and Liz Jain

The available advocacy tools aren’t as fraught or complicated as they may seem, and the payoff for communities is huge.

FULL ARTICLE

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How I Plan to Raise $10B for Charity

Randy A. Fox

A convergence of factors creates a tsunami of opportunities for advisors to demonstrate their value.

FULL ARTICLE

OPINION

America’s Tax Cut Era Has Outlasted Its Welcome

Kathryn Anne Edwards

The system is unfair, unbalanced and underperforming.

FULL ARTICLE
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