Estate Planning

The IRS isn’t playing around; neither should your clients. Look to legal and ethical ways to reduce tax burdens.

What if a client burdened with substantial debts or liabilities from their business unexpectedly passes away?

Philanthropy experts answer advisor questions.

He was reportedly planning to leave her after coming into the large sum of money.

Now may a good time to hedge your bets.

But you must act before the Dec. 31, 2023 deadline.

An overview of the new fiduciary reporting requirements for trustees and their advisors.

The rules on using email with encryption in certain instances also were updated.

Philosophical differences over the war in Gaza are testing how much influence large donors have on the institutions to which they give.

Answers to some of advisors' most frequently asked questions about this powerful role.