http://www.pgdc.com/pgdc/feed/173 en Inviting a Facilitator to the Family Retreat http://www.pgdc.com/pgdc/inviting-facilitator-family-retreat <!--paging_filter--><p>Randy Fox interviews Gary Shunk in CEG Elite Advisor. This article discusses introducing an independent facilitator to the family retreat process. <span class="read-more"><a href="/pgdc/inviting-facilitator-family-retreat" title="Read the rest of Inviting a Facilitator to the Family Retreat." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> It&#039;s more common than you think and not a practice of just the ultrawealthy </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/gary-shunk">Gary Shunk</a></li> </ul></div> http://www.pgdc.com/pgdc/inviting-facilitator-family-retreat#comments Values-Based Two Hawks Consulting, LLC Gary Shunk Tue, 21 Oct 2014 18:48:25 +0000 randy a. fox 998008 at http://www.pgdc.com 7520 Rate for November Stable at 2.2% http://www.pgdc.com/pgdc/7520-rate-november-stable-22 <!--paging_filter--><p>For purposes of determining the present value of an annuity, an interest for life or a term of years, or a remainder or a reversionary interest, the applicable federal rate under section 7520 for November 2014 is 2.2%; Stable with the last five month's rates. <span class="read-more"><a href="/pgdc/7520-rate-november-stable-22" title="Read the rest of 7520 Rate for November Stable at 2.2%." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/7520-rate-november-stable-22#comments Revenue Rulings Thu, 16 Oct 2014 21:43:20 +0000 Lee Hoffman 997714 at http://www.pgdc.com Free Webinars During National Estate Planning Awareness Week http://www.pgdc.com/pgdc/free-webinars-during-national-estate-planning-awareness-week <!--paging_filter--><p>Free webinars designed to increase financial awareness, literacy and planning across the nation. <span class="read-more"><a href="/pgdc/free-webinars-during-national-estate-planning-awareness-week" title="Read the rest of Free Webinars During National Estate Planning Awareness Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/free-webinars-during-national-estate-planning-awareness-week#comments General Thu, 16 Oct 2014 14:58:20 +0000 melody.griffin 997607 at http://www.pgdc.com National Estate Planning Awareness Week http://www.pgdc.com/pgdc/national-estate-planning-awareness-week <!--paging_filter--><p>The National Association of Estate Planners and Councils (<a href="http://www.naepc.org/" target="_blank">NAEPC</a>) has designated the week of <span class="aBn" data-term="goog_1155641638" tabindex="0"><span class="aQJ">October 20-26, 2014</span></span> as National Estate Planning Awareness Week. <span class="read-more"><a href="/pgdc/national-estate-planning-awareness-week" title="Read the rest of National Estate Planning Awareness Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/national-estate-planning-awareness-week#comments General Mon, 13 Oct 2014 15:48:59 +0000 melody.griffin 997183 at http://www.pgdc.com Is a Human Corpse Property That Can Be Made the Subject of a Trust? http://www.pgdc.com/pgdc/human-corpse-property-can-be-made-subject-trust <!--paging_filter--><p>While a pet may be put into a trust, its human owner may not be. Nor under traditional principles of property and trust law may the corpse of a deceased human being be made the subject of a trust. Charles E. Rounds, Jr., co-author of <em>Loring and Rounds: A Trustee's Handbook</em>, explains. <span class="read-more"><a href="/pgdc/human-corpse-property-can-be-made-subject-trust" title="Read the rest of Is a Human Corpse Property That Can Be Made the Subject of a Trust?." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/loring-and-rounds-trustees-handbook">Charles E. Rounds Jr, Fiduciary Consultant</a></li> </ul></div> http://www.pgdc.com/pgdc/human-corpse-property-can-be-made-subject-trust#comments Ethics Charles E. Rounds Jr, Fiduciary Consultant Fri, 10 Oct 2014 15:46:22 +0000 randy a. fox 997169 at http://www.pgdc.com Money, Family and Philanthropy http://www.pgdc.com/pgdc/money-family-and-philanthropy <!--paging_filter--><p>In this first in a series, Randy Fox interviews Gary Shunk of Family Wealth Dynamics about how family communications often stall the philanthropic process and explores methodologies to resolve these issues. <span class="read-more"><a href="/pgdc/money-family-and-philanthropy" title="Read the rest of Money, Family and Philanthropy." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Randy Fox interviews Gary Shunk </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/gary-shunk">Gary Shunk</a></li> </ul></div> http://www.pgdc.com/pgdc/money-family-and-philanthropy#comments Values-Based Two Hawks Consulting, LLC Gary Shunk Thu, 09 Oct 2014 19:57:03 +0000 randy a. fox 997159 at http://www.pgdc.com Scholarship Plan Gone Bad http://www.pgdc.com/pgdc/scholarship-plan-gone-bad <!--paging_filter--><p>Scholarship gone bad. Makes one wonder who gave this advice. <span class="read-more"><a href="/pgdc/scholarship-plan-gone-bad" title="Read the rest of Scholarship Plan Gone Bad." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/scholarship-plan-gone-bad#comments U.S. Tax Court Thu, 09 Oct 2014 19:41:09 +0000 randy a. fox 997158 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-6 <!--paging_filter--><p>As we near year end, giving information blossoms all over the web. <span class="read-more"><a href="/pgdc/heard-web-week-6" title="Read the rest of Heard on the Web: This Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/heard-web-week-6#comments General Tue, 30 Sep 2014 16:25:57 +0000 melody.griffin 997002 at http://www.pgdc.com Heard on the Web: This Week http://www.pgdc.com/pgdc/heard-web-week-5 <!--paging_filter--><p>From the very rich to practical wisdom about better relationships with donors, the chatter from around the web is putting charity at the forefront. <span class="read-more"><a href="/pgdc/heard-web-week-5" title="Read the rest of Heard on the Web: This Week." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="og_rss_groups"></div> http://www.pgdc.com/pgdc/heard-web-week-5#comments General Tue, 23 Sep 2014 18:45:25 +0000 randy a. fox 996127 at http://www.pgdc.com Personalized Philanthropy and the Four Donors - Part 6 of 6 http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-6-6 <!--paging_filter--><p>In the final section of the series Steven Meyers continues on the path of personalized philanthropy and asks us to consider its impact and effectiveness. He clearly raises our awareness and sharpens our thinking with this interesting paradigm. <span class="read-more"><a href="/pgdc/personalized-philanthropy-and-four-donors-part-6-6" title="Read the rest of Personalized Philanthropy and the Four Donors - Part 6 of 6." rel="nofollow"><strong>Read more &raquo;</strong></a></span></p> <div class="field field-type-text field-field-subtitle"> <div class="field-items"> <div class="field-item odd"> Parables for Radically Rethinking Your Philanthropy </div> </div> </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/g/steven-l-meyers">Steven L. Meyers, Ph.D.</a></li> </ul></div> http://www.pgdc.com/pgdc/personalized-philanthropy-and-four-donors-part-6-6#comments Values-Based Steven L. Meyers, Ph.D. Tue, 23 Sep 2014 14:32:43 +0000 randy a. fox 996097 at http://www.pgdc.com