(Due to Copyright Restrictions, LISI is not able to provide Reprints of these articles)
The Socioeconomics of Twenty-First Century Wills Formalities
Bridget J. Crawford - SSRN
Drafting Powers of Attorney for Elder Law and Special Needs Clients
Howard S. Krooks - Estate Planning
Factor Fiduciary Income Tax Into Estate Planning—Part 4
Philip N. Jones - Estate Planning
The Will Execution Ceremony: Should It Be In Pictures?
Gerry W. Beyer - Estate Planning
Tax Planning for Compensation: More Than Just FICA
Suzanne L. Shier and Diana R. Myers - Estate Planning
Elder Abuse Guide for Law Enforcement
While designed for law enforcement personnel, this collection of resources may be useful to anyone who comes in contact with seniors.
2018 U.S. Trust Study of High Net Worth Philanthropy
The 2018 U.S. Trust Study of High Net Worth Philanthropy, published in partnership with the Indiana University Lilly Family School of Philanthropy, finds that wealthy Americans continue to be generous with their time and money, increasing the amount they gave on average to charitable causes and organizations in 2017, including giving in the wake of natural disasters. The biennial study shows that 90 percent of high net worth (HNW) households gave to charity last year, and 48 percent volunteered time to nonprofit organizations and causes.
2018 Millionaire Outlook Study -- Fidelity Investments
In this survey, conducted between March 28 and May 8, 2018, over half of the millionaires surveyed said they are willing to pay more for an advisor who is able to help them navigate the recent tax reforms, while also minimizing their tax bill.
Tuition Tracker is an interactive tool designed to help parents and students find the “right” college or university among thousands by using search criteria, such as desired location, price and size, to filter results.
Tuition Tracker is also a resource for education researchers and journalists looking to explore trends in tuition, financial aid and student outcomes among U.S. higher education institutions over the last decade.
Tuition Tracker is the result of a collaboration among The Hechinger Report, The Dallas Morning News and the Education Writers Association.
Assisted Living: Promising Policies and Practices - LTCCC
The goal of this report from the Long Term Care Community Coalition is to provide consumers,
providers, and policymakers with information and insights into best practices and policies for