It’s not necessary to stop the gifts—just do things differently

Reforms designed to modernize and streamline estate administration will take effect on March 31

The age group projected to show the greatest percentage increase in the United States and Western countries is the centenarian population. Are your clients financially equipped to live a century or more...

...

A Trusts & Estates board member shares his observations

...

As we embark on charitable gift planning for 2012, a look back at the events affecting philanthropy in 2011 can be helpful. At first glance, the events of 2011 may portend another year of uncertainty. But, when it comes to estate and financial...