Research & Market Insights Family Advisory

03.07 2016

Impact of Healthcare Underestimated by Many Advisors

By Emily Brower Auchard The high cost of healthcare in the U.S. takes up an increasingly large portion of consumers’ financial resources, with health spending in the U.S. reaching $3.1 trillion—or nearly $10,000 per person per year, according to the Centers for Medicaid and Medicare Services. Even with long-term disability and health insurance, consumers who get…

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03.07 2016

Qualified Charitable Contributions (QCDs) Made Permanent

By Laura Rowley Individuals who have attained age 70 ½ can make contributions to a charity directly from an IRA after Congress approved the 2016 Appropriations Act on December 2015. The ability to make such contributions was potentially available each year but was subject to annual review and approval. With the passage of the 2016 Appropriations…

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11.10 2015

Coming Changes to Social Security

On November 2nd, the President signed the Bipartisan Budget Bill of 2015. This is especially noteworthy, and not simply because a government shutdown has been avoided. This law contains an important provision that will eliminate strategies which some individuals may have been planning in order to maximize their Social Security income. Prior to this new…

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06.04 2014

Smart Tax Planning: How Your Vacation Property Can Provide Savings

As property values around the country continue to recover, many families now list their primary residence and vacation homes among their most valuable assets. As such, these homes may be excellent candidates for beneficial estate planning techniques. One of the more straightforward of these techniques is the use of a Qualified Personal Residence Trust (QPRT)….

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05.28 2014

Benefits of Establishing a Family Foundation

Americans are very charitable people; private philanthropy is growing at approximately 29 percent each year. Millions of dollars are given for human and environmental needs, medical research and facilities, and scholarships and endowments for education. Benefits of a Private Family Foundation The private family foundation is an excellent way for a family to take part…

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