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

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

How to answer the inheritance question.

How to integrate lifetime exemption planning with private placement life insurance structures.

Many are concerned about possible tax increases if there’s a change in administration.

Notice 2020-68 answers questions regarding certain provisions of the SECURE Act.

Clients should create their own disclaimers.

White, middle-aged men make up the largest demographic of suicides in the United States.