-
By Daniel Eagan, Andrew Auchincloss |
July 24, 2012
The real value of making a large gift now—with gift- and estate-tax rates slated to rise on Jan. 1—is not simply getting millions out of a client's estate; it comes from getting the future growth of the wealth out of that estate.
-
By Joyce Hanson, AdvisorOne |
May 11, 2012
Terry Savage, the author of “Savage Truth and Money,” is afraid of becoming poor someday. And she isn't alone: many women share her fear.