In recent years, the term “blended gift” has increasingly been used to refer to various ways individuals can make significant charitable gifts. I first used this term at a philanthropic gift planning conference in 1995.1  ...

Advisors should take a second look to prevent disputes over distributions.

Advance directives enable individuals to exercise control over their futures and ensure that the care they receive at the end of their lives is pursuant to their wishes.  Yet, the majority of individuals have not taken advantage of advance...

These tips can help clients who are providing financial assistance to their kids.

They like me? They really like me! | Copyright Bryan Thomas, Getty Images The prediction markets have former Secretary of State and First Lady Hillary Clinton as the runaway winner of November’s presidential election, CNBC is reporting. Cl...

More than half of the adult population doesn’t have an up-to-date estate plan.

Philanthropically inclined donors have various routes to give overseas.

Irrevocable trusts shouldn’t be left to languish as the years go by. In this issue, we’ll show you why and how an old or out-of-date irrevocable trust can be modified to benefit you, your clients, their spouses, or other beneficiaries. And, of...

Clients can be sketchy, too. Regulators often go after firms and advisors for fraud, but what about clients who conduct shady business? On Thursday, the Securities and Exchange Commission charged Massachusetts resident Nathaniel D. Ponn w...