Strategic charitable giving allows individuals to support causes they care about while maximizing tax benefits and preserving ...

While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

Make the most of your good intentions by understanding the ins and outs of charitable giving. A good starting point is ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

South Africa’s FNB has long been a regional leader in succession planning. This area of private banking can be tricky to ...

By working with a charitable advisor at the Baltimore Community Foundation, a client learned she could open a donor-advised fund and make one gift after the sale of her business to secure a tax ...