New incentives to accelerate charitable contributions.

Deep Dive Into The Tax Cuts and Jobs Act - Part 3

An overview of the immediate implications.

The House GOP plan looks a lot like the President’s, with a few producer’s notes.

Do you have all the information you need to properly advise your clients regarding their estate-planning life insurance needs?

Some planning opportunities exist.

An overview of the rules and crucial deadlines.

Expanding roles lead to risks.

Trump argues estate taxes kill jobs, but only the richest are required to pay. And besides, they’re easily avoided.

Lessons learned from family offices, private banks and best-of-breed independent advisors.