Planned giving officers for charities, lawyers and other professionals who advise individuals who make significant gifts to ...

Dougal Williams has been with the $2.5 billion wealth management firm since 2004, previously serving as chief wealth officer ...

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.

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

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

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

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

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

The Setting Every Community Up for Retirement Enhancement (SECURE) Act, enacted in December 2019, significantly transformed the landscape of inherited retirement accounts. In Please Log in if you are ...

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