A tax-smart approach to maximize your philanthropic impact.

PLR deems judicial modifications of trust don’t impact generation-skipping tax exemption.

If adopted as is, the proposed bill would call into question many French-American estate-planning strategies.

Estate liquidity may be the key.

If passed, proceeds will go to a newly established art education fund.

The plan includes an extension of jobless benefits, another round of direct household payments, money for state and local governments and an expansion of vaccinations and virus-testing programs.

A unique perspective on how COVID-19 changed 'business as usual.'

A nuanced combination of factors goes into this decision.

About 40% of upper-income adults in the U.S. said their financial situation improved in the past year, compared to one-third of lower income counterparts who said their finances worsened.