What motivates a person to make a gift to charity can vary wildly and include a mind boggling array of potential emotions. Though it's impossible to cover every possibility, advisors can learn a great deal about their clients by taking a...
Court may consider a fiduciary’s behavior, including conduct subsequent to the applicable fee period, to determine whether to reduce or disallow what’s due
Six reasons that motivate people to make charitable gifts
Wisconsin Supreme Court affirms the distinction between “annulment” and a judicial declaration of “void”
Consider value adjustments based on marketability limitations
