It's better to give than receive. Investors have been in a giving mood lately. Grants from Fidelity Charitable and Schwab Charitable donor-advised funds are at record levels, the two firms said Wednesday. Schwab Charitable said its donors ...

As if. | Adam Gault/Photodisc/Thinkstock The Treasury Department will stop allowing employers to offer some retired employees lump sum buyouts of their defined pension benefits. Traditional pensions are designed to give retirees income for...

Regardless of the size of their estates

No loss of generation-skipping transfer tax exemption

Are you breaking the rules? | Volodymyr Krasyuk/iStock/Thinkstock Advisors are told over and over how important it is to have an online presence, but many are forgetting about compliance when building their websites, leaving them exposed t...

With a life expectancy of five years longer than men, women have unique estate planning concerns