An overview of the new fiduciary reporting requirements for trustees and their advisors.

Sequoia Sentinel represents about 55% of the firm’s assets and serves clients with a minimum of $20 million.

Some financial planners are recommending clients buy the largest cryptocurrency — in moderation.

Twelve questions to stimulate interest.

The rules on using email with encryption in certain instances also were updated.

Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give.

A turnover in ownership for a huge percentage of America’s farmland appears imminent.

Answers to some of advisors' most frequently asked questions about this powerful role.

Doing your due diligence before donating is more important than ever.

Too little attention often is paid to assets outside of the jurisdiction where the parties intend to reside.