Helping clients do charitable planning properly will boost your business. Here are some options.

Will required annual reporting on trust assets actually come to pass?

Grantor trusts and generation-skipping transfers are just a few of the items under the administration’s microscope.

Or, more appropriately, the $100 millionaire tax.

I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.

For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have. 

Tax season is gearing up to be a major headache for financial professionals.

The court discounted an ILIT’s $6.5 million receivable by a whopping 65%.

Designated beneficiaries may be disregarded in certain situations.

The values of older and new generations are increasingly difficult to reconcile.