Major donations by the super wealthy are on the rise, optimistic clients make new year's resolutions and Betterment for Advisors partners with the FPA.

Billionaire Wang Jianlin, China’s largest real estate developer and a 20 percent owner of Real Madrid, offers a valuable lesson for all HNW families.

Grantor’s contribution of property to trust and committee’s distribution to beneficiaries are both incomplete for federal tax purposes

Broad overhaul on the agenda for Congress

Donald Trump is building the wealthiest cabinet ever, equities exposure at a record high and employees are using stock purchase plans to boost their 401(k)s.

The final regulations provide clarity.

Money removed from IRAs is taxable and part of gross income.

A charitable gift annuity can provide a surrogate for fixed income during retirement in an environment of low interest rates that may linger for decades.