Advisor Insights
Read this month’s article:
Inspiring Clients with Gratitude
As a professional advisor, you might find it challenging at times to keep your clients’ attention let alone keep them focused on their financial and estate planning goals. In today’s age of mass marketing, political polarization, economic uncertainties, international turmoil, prevalent phishing (no, not the freshwater kind), etc., is it any wonder that clients become distracted or even paralyzed by feelings of fear and uncertainty? How can you, as a trusted advisor, help to calm and inspire clients to take a step back and experience a sense of gratitude and joy?
Previous articles:
Don’t skip this planning conversation: How to address stroke and disability
May is Stroke Awareness Month, offering a timely reminder that stroke remains a leading cause of long-term disability around the world. For many families, a stroke is not only a health event. It is a financial and legal inflection point that can expose gaps in even well-constructed plans.
Read the article: How to address stroke and disability...
Donor Advised Funds: 2026 Outlook & Strategic Implications
Donor Advised Funds (DAFs) enter 2026 as core philanthropic infrastructure rather than a niche planning tool. With record assets, rising payout rates, accelerating digital access, and tax law changes that are reshaping donor behavior, DAFs are increasingly used as primary charitable accounts for both annual and major gifts. This article explores how thoughtful, creative business succession planning can help advisors add value and deepen client relationships.
Read the article: DAFs 2026 Outlook & Strategic Implications
The Benefits of Funding a Flip CRUT with Real Estate
Real estate often represents one of the most appreciated (and illiquid) assets in your client’s net worth. For many of your clients, selling real property can trigger substantial capital gains taxes, depreciation recapture, and surtaxes that significantly erode net proceeds. A Flip Charitable Remainder Unitrust (Flip CRUT) funded with real estate can uniquely address all these concerns in a single, highly effective planning strategy.
Read the article: The Benefits of Funding a Flip CRUT with Real Estate
10 Charitable Gift Annuity Questions Advisors Ask
As a professional advisor, do you ever feel the pressure to know every financial option available to your clients? You're not alone. Even the most seasoned advisors encounter questions, especially when it comes to tools they don’t use every day. One such tool is the charitable gift annuity, often described as “a simple gift agreement.” But unless you regularly help clients establish one, chances are you’ve wondered about some of the most common questions surrounding this popular philanthropic vehicle. Read the article to find out more about 10 of the most common questions and answers about charitable gift annuities.
Read the article: 10 Charitable Gift Annuity Questions Advisors Ask
