Christopher P. Woehrle explains how the rise of name, image and likeness-based fundraising to compensate student athletes may be reaching a legal crossroads. Source link

Many clients set up qualified personal residence trusts (QPRTs) in years past when the exemption was much lower and estate tax rates were higher. Back then, it often made sense for some clients to sacrifice the step-up in income tax basis that would otherwise result from holding a residence until death. QPRT planning was helpful…

The United States has become a very popular trust country for non-resident aliens (NRAs).1 This trend has increased dramatically since the mid-1990s with the evolution of modern US trust, tax savings, asset protection and privacy (not secrecy) laws.2 Additionally, many NRAs prefer a US trust site over an offshore trust site that may be blacklisted.3…

Join us for a timely and insightful webinar where Orion OCIO Chief Investment Officer Tim Holland, CFA® engages in a dynamic conversation with Steve Pavlick, Director of Policy Research at Renaissance Macro Research, on the upcoming election and what could mean for the US stock market and economy. From the race for the White House…

(Bloomberg Opinion) — Retirement is expensive. If you're lucky, yours will last several decades and you'll earn little or no income. So if you want to have enough money when you retire, you basically have three options: Save more, take more risk with your investments, or work longer. Many people find the first and third…

WealthManagement.com's David Bodamer sits down with Doug Huber, vice president of investment strategy at Wealth Enhancement Group, to dig into how RIAs approach private market strategies amid the continued evolution of alternative investments. Doug focuses on: What is the trend of democratization of alternative investments and increased access of investors How education plays…

The most self-aware, self-aware, or mindful people I know are very good at being present, listening to what others have to say without interruption. The highest state of being comes when we see reality as it is free knee reactions or personal bias that is the goal of deeper forms of meditation. But we see…

Even celebrities are not free from the pitfalls of poor estate and legacy planning. With their lives and finances often in the spotlight, it can be easy to figure out where they're falling short and how to avoid the same problems if you know where to look. Join David Lenok and his guest, psychologist and…

In today's volatile economic landscape, gold remains a beacon of stability as a solid investment and sought-after collectible. It is essential that financial advisors understand the difference between investors and gold collectors, as their goals and the risks they are willing to take differ significantly. This guide provides an in-depth look at gold investing, stock…

In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the transformative power of AI in financial advising and how it is reshaping the value proposition of the advisor. Andrew shares his journey from early…