Christopher P. Woehrle examines whether accelerating the charitable good from a charitable lead trust makes sense in this era of unprecedented economic distress.

Help clients maximize the new deduction limit before some provisions expire at year-end.

But it will take a bilateral approach to finally ameliorate this critical societal need and philanthropic challenge.

No matter what the clients’ faith, here are three strategies financial advisors can use to coach clients through these decisions.

Some of the most common traps advisors can help younger clients avoid.

For married clients reluctant to make gifts directly to their children, a spousal lifetime access trust can be an ideal solution.

This practice may prompt future donors to place more restrictions on their pieces.

Now’s the time to start meaningful conversations with your clients.

Turn your clients’ worries into workable actions.

Getting a private letter ruling turns into a Kafkaesque experience.