First-in, first-out inhibits investor choices, causes capital gains taxes to go up and complicates financial planning for millions of Americans, Eaton Vance’s Thomas Faust Jr. argues.

Questions should be raised now with any charitable gift of life insurance.

Puerto Rico-based family office Grupo Ferré Rangel recently formed a wholly-owned subsidiary to invest in multifamily properties in the U.S.

Make sure your client and educational institutions are speaking the same language.

A recent survey provides insight into clients’ concerns.

Trusts should remain popular regardless of what happens to the estate tax and generation-skipping transfer tax.

A sample letter to donors.

Help mitigate risk and set the stage for financial success both before and after a liquidity event.

$1 million lasts a long longer in Mississippi than in New York, global dividends are on the rise and the pitfalls of celebrity endorsement deals.

With both the equity and fixed income markets near all-time highs, investors are concerned about the risk in traditional portfolios.