Wealth Planning

Financial planning is an essential component of estate planning. This checklist is designed to help clients interview and select a wealth advisor suitable for their needs.

The optimal place for taking moonshots?

Advisors are taking advantage of the one big tax break that hasn’t disappeared—deductions for charitable giving, according to a new survey by Fidelity Charitable.

At Art Basel this week, dealers hope their biggest artworks will go to private foundations.

Recent legislative activity modernizes trust administration and provides opportunities for planning.

Opt-out election was irrelevant, according to the IRS.