Maximizing donation tax advantages: Recently I answered a reader's question on this topic at Robert Powell's Retirement Daily website. (Link:) …
How To Be a Gracious Gift Exchanger
(If you prefer video to text, click here to see this post in a 3-minute video.) "Oh, thank you...but I didn't get you anything!" How often has that awkward response ruined a nice giving moment? …
Letting Indecision Delay Your Estate Plan
https://youtu.be/Ufyt8eEq1jk The best reason I ever heard for not seeing an estate planning attorney came from a late client who, upon learning that over half of his estate might be taxed, said, "I …
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Financial Success: Too Hot to Handle?
Have you ever known someone who spent or gave away a windfall, seemingly believing they didn't "deserve" it? Or were they scared to have more than they ever had? In a recent meeting, a client …
The Dictator Game and A Charitable Plan
Stephen Dubner, co-author of the best selling book, Freakonomics, spoke at the Tampa Theatre last week. During the talk, he described a common psychology experiment where college students are given $3 …
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