University of Delaware

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  Five Good Questions for LPL's Jeffrey Kleintop

  By Bob Seawright, Madison Avenue Securities  |  November 7, 2011

  The chief investment officer shares his views on the markets, Occupy Wall Street and more.

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  Tax Planning Advice: The Benefits of a GRAT—Benjamin Ledyard

  By Michael S. Fischer  |  March 11, 2011

  Grantors can make a gift, utilize the exemption and receive income from the gifted asset using a GRAT strategy.

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  Tax Planning Advice: Gift Assets Likely to Appreciate--Benjamin Ledyard

  By Michael S. Fischer  |  March 2, 2011

  Pick assets that you can spare, are depressed and expected to appreciate for gift strategies.

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  Tax Planning Advice: 2010 Tax Law Gifting Strategies—Benjamin Ledyard

  By Michael S. Fischer  |  March 2, 2011

  The 2010 Tax Act offers a tantalizing opportunity for wealth transfer through gift strategies. But it may sunset in two years.

• Like Father, Like Daughter

  By Robert F. Keane  |  July 1, 2007

  There are almost as many different types of financial planning firms as there are individual financial planners. There are firms consisting of multiple generations of...