DAFs allow a wider range of clients to experience the joy of giving and enable charities to receive more consistent and larger grants.
A recent ethics opinion determines that it does not matter whether legal services and nonlegal services were distinct.
Many of the planning challenges the ultrarich Roys face are wealth agnostic and relevant to all families.
Parents don’t want to disinherit their kids, but they don’t want to disincentivize them either.
Is this another case of financial elder abuse?
A recent study by Fidelity Charitable highlights just how much of an advantage these planners have.
What can advisors learn from the 15-year-long fight over the Godfather of Soul's estate?
The landscape has shifted greatly in the past 18 months.
He’s suing for his share of the estate after executor rejected his demand.
