Annual charitable contributions topped $335.17 billion in 2013,1 with 98.4 percent of high-net-worth (HNW) households making charitable donations.2 Charitable giving accounted for 2 percent of the U.S. gross domestic product3 and is projected to...
What to consider before taking on the trustee role
The legal issues fiduciaries need to consider
Consider the value and best way to transfer these assets
Goals-based portfolio solutions can lead to better outcomes
Eco-friendly burial options are legal in every U.S. jurisdiction
It’s never too early to get a jump start on estate planning for your clients and their kids. When the children turn 18 is an excellent starting point for estate planning for several reasons, both legal and practical...
State’s refusal to give tax credit ruled unconstitutional in Comptroller v. Wayne
A recent sentencing reminds us of the need for these rules
Cut the red tape and keep the trust in the black