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.
The answer might matter for advisors.
These themes will be at the forefront of the market narrative in the coming year.
A dispute between Senator Wyden and his son reflects a larger controversy over taxing the rich.
It now includes identity theft.
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.
COVID-19 has Americans on the move. And that's an opportunity for advisors.
