Huguette Clark’s $300 million copper fortune is divided up: Here’s the dealThe final verdict on the Huguette Clark “planned giving” drama: Her long lost relatives were ONLY out for the bucks from day one of this story and had the slimmest chances of winning. The proof: they accepted a paltry settlement for approximately 10% of...
As author of “The Planned Giving Blog”, I feel it’s important to note the passing last month of Phil Temple – one of the legends of the field – someone who exemplified all of the great qualities that drew me into this area and someone who made a huge impact on so many people...
Business banking isn’t a hot topic — but having a good bank is crucial to your business’s success. Small business banking is a topic that sometimes gets short shrift. With interest rates only just beginning to rise and business services at big banks closely resembling one another, small business media coverage tends to focus on...
Tech executives in particular should take a page from top financiers on how to build efficient, competitive, and successful companies. The financial industry often gets a bad rap, thanks in part to world-shattering events like the 2008 recession. It’s tough for an industry to appear on the up-and-up when a few legacy companies upend the...
There are a few simple ways to greatly improve your next business trip, and one is gaining elite status. If you want to get the most out of your business trips, elite status perks significantly improve your traveling experience and, consequently, your productivity. While perks vary from airline to airline, they often include a faster line...