Periods of uncertainty impact what, when and how much donors give, and can even cause donors to reevaluate their giving strategy.
Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.
Advisors should consider revisiting this often overlooked solution.
Highlights of important new developments in the estate planning realm.
A dispute between Senator Wyden and his son reflects a larger controversy over taxing the rich.
David Lenok and Dr. Denise Federer discuss the impact of families not having those difficult conversations about their money and wealth.
In order to take advantage of the market, it is necessary to understand what NFTs are and are not.
Legislators took aim at the estate and gift tax exemption to help finance their lofty social safety net proposals.
The conversations advisors should be having with clients.
