Charitable giving is one of the most rewarding experiences, both personally and professionally. Some of my most satisfying ...

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.

Ali Bedford discusses how lawmakers and thought leaders in Washington, D.C. have turned their attention to 2025.

Thierry Noir’s An incredible burst of energy spreads around the market square sold for £25,400 at Phillips Modern & ...

The acquisition of CornerCap Investment Counsel is another step on EP Wealth’s path to becoming a nationwide RIA, according ...

Sports and activities coverage. Extends medical coverage for adventure sports like hiking, skiing and mountain biking, which ...

The objective of asset allocation funds is to provide better-than-benchmark returns with (possibly) lower volatility through ...

Ryan Hughes, CEO of Bull Oak, a San Diego-based RIA, started his firm with no assets under management, and now manages $175 ...

• 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.