Charitable giving through planned giving instruments, such as bequests, charitable gift annuities and life insurance ...

Al W. King III describes how the purpose trust has evolved into a powerful estate-planning vehicle in the United States.

• Internal Revenue Service updates qualified domestic trusts (QDOT) regulations— On Aug. 21, 2024, the IRS published proposed amendments, REG-119683-22, to the regulations under Internal Revenue Code ...

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Raising younger generations to become financially responsible adults is critical to maintaining a family legacy.