Annual charitable contributions topped $335.17 billion in 2013,1 with 98.4 percent of high-net-worth (HNW) households making charitable donations.2 Charitable giving accounted for 2 percent of the U.S. gross domestic product3 and is projected to...

While gift planners understandably prefer the charitable remainder trust’s (CRT) flexibility in the design of the commencement and duration of payments, the charitable gift annuity (CGA) can be surprisingly effective as well. The acceleration of ...

What to consider before taking on the trustee role

Act quickly; the deadline is May 29.

How to distribute benefits in the most tax-efficient manner

It's all about the money

The legal issues fiduciaries need to consider

More than just a soap opera. Empire may be the most blatant example, but there is a lot that can be learned about wealth management -- good and bad -- from watching television. From Downton Abbey and Game of Thrones to Grey's Anatomy, the ...