The estate of Richard Mellon Scaife is seeking a deduction for a liability under an indemnity agreement.

Foundation Source client survey reveals that donors took a long-term mindset.

Real estate values in wealthy neighborhoods are reflecting broader pandemic migration.

When children will never be in the equation, advisors solve for different variables.

The first step in formulating an exit plan isn’t focusing on 'the numbers' but rather evaluating where a client actually is in relationship to their expectations.