Eight important questions to ask.

Crucial estate planning tools and possible court interventions.

Despite potential tax changes, donor-advised funds remain a go-to tool.

Brown is launching Boston XChange, a nonprofit organization that plans to build generational wealth and cultural innovation in Black and Brown communities. 

The real-life succession story.

Are all remainder beneficiaries treated as designated beneficiaries?

They've expanded the number of possible portfolio constructions from 15 to 100 quintillion.

The revamped educational platform will feature multimedia content to help advisors become more comfortable with estate planning topics.

Do not allow partisanship to impact investment decisions.

How this decision affects insurance product suitability.