Financial planner Mark Halpern says your generosity can make a real difference in the lives and causes you are passionate about . . . and inspire your own future generations.

We   Read More

Long lives demand a financial ‘defence’ plan. Trust and Estate Practitioner Mark Halpern looks at the costs of living long and shepherding money you’ll never spend.

People who are very successful   Read More

Long lives demand a financial ‘defence’ plan. Trust and Estate Practitioner Mark Halpern looks at the costs of living long and shepherding money you’ll never spend.

People who are very successful   Read More

The grim reaper is not going to hang around and wait for you to get organized. He works on his own schedule. Trust and Estate Practitioner Mark Halpern has both   Read More

The grim reaper is not going to hang around and wait for you to get organized. He works on his own schedule. Trust and Estate Practitioner Mark Halpern has both   Read More

The TaxLetter contributing editor Mark Halpern recalls Martin Luther King’s sagacious advice: “If we are to go forward, we must go back.” When it comes to planning your financial future,   Read More