Most grant-making foundations in the United States operate on very modest budgets, are largely unstaffed and are run by unpaid trustees. But that's where their similarities end. A fierce, slow-motion debate has been...
So, is estate planning an endangered profession or what? The sword of permanent estate tax repeal has been hanging over planners' heads for more than a year now, seeming to threaten many with the loss of their main...
Advisors take note: Baby Boomers and their parents need to do some serious talking. According to a new study, Americans in their 70s are more at ease talking about estate-planning issues than people in their children...
If you're a fiduciary and don't want to get sued and fined pay close attention to litigation expert Dominic J. Campisi. Campisi, a partner in the San Francisco law firm of Evans Latham and Campisi, has been defending...
Estate taxes may be the bane of wealthy families, but they are a boon for wealth managers because clients need their help with trusts, gifts and investment vehicles that minimize the impact of estate taxes. So the...
Wealthy art collectors often donate or loan their treasures to museums. Rarely, though, do they create whole new museums to showcase their collections. Yet that is just what Shelley and Donald Rubin have done. This...
