Periods of uncertainty impact what, when and how much donors give, and can even cause donors to reevaluate their giving strategy.

Modern directed trusts are one of the best vehicles to provide intergenerational wealth preservation and flexibility.

Advisors should consider revisiting this often overlooked solution.

The answer might matter for advisors.

Highlights of important new developments in the estate planning realm.

These themes will be at the forefront of the market narrative in the coming year.