Have you ever wondered how the elite continue to reduce taxes, support their favorite causes and keep their wealth intact? It may seem like they're using a secret playbook. But it's all about using ...

A will is one of the most important legal documents you’ll ever make, and if you’re one of the 68% of Americans without a will, now is the perfect time to create one. August is National Make-a-Will ...

Creating a private family foundation offers affluent families a structured way to direct their philanthropic efforts and establish a lasting legacy that aligns with their values. However, this ...

Choosing among various charitable-giving options can be a challenging proposition for your clients. The most common options are creating a private foundation (PF), contributing to a donor-advised fund ...

Impact investing has generated a loud buzz in recent years. More grant makers than ever are placing bets on investments that promise both financial and social returns—though most are putting only ...