Follow these guidelines to help your clients get the coverage they need.

Charles A. Redd addresses the potential effect of a decanting transaction that may alter or shift beneficial interests.

Not following the charitable gift QPQ rules means trouble for charities and donors.

Robert F. Sharpe, Jr. advises what we can do to serve our philanthropically inclined clients during the pandemic.

Great opportunities exist for all types of asset classes and in all types of gifting and wealth transfer techniques.