By All Means, Make a Gift, But…

I love my charitably-inclined clients, and I love the good they do in the world. But sometimes a person comes to me with an idea for a charitable gift, and I have to start thinking about how to tell them in gentler words “that’s not practical.” My goal in advising a philanthropist is always accommodating the donor’s intent strategically, so that their gift doesn’t eventually become an obstacle to the mission they want to promote. Read More...

Smart Tips on Planning & Transparency

I am a big fan of transparency and have little use for secrets. Generally, I advise clients to disclose some facets of their plans to people who need to know, but like all my other advice, that typical approach will include tailoring to each client’s situation. Here are some great tips on how, when, and what to tell others about your plan at Wealth Management magazine.