These five findings provide a benchmark for affluent philanthropists and the advisors who support them.

Seniors are prime targets for scammers looking to cheat them out of their money—often to the tune of tens of thousands of dollars.

The agency says an army of new auditors could help raise as much as $1 trillion by forcing tax evaders to pay their fair share.

A review of the topics of interest to estate planners.

Family discord and mental health struggles lead to unfortunate outcome.

Should they be per account or per form?

Looking for chemistry in all the right places.

Failed charitable planning technique results in a malpractice claim.

Holding on to generational assets like mineral rights, rather than selling them off before you pass on, could hold several benefits for your beneficiaries.

Could this approach turn the estate-planning industry upside down?