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.

• 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.

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 pilot program was open to a total of two million individual investors in five equity index funds that have combined assets under management of more than $100 billion.

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

America’s IRA expert, Ed Slott, shares his thoughts on whether we should continue to contribute to 401 (k) plans and IRAs during this entertaining conversation. Ed also explains his preferred ...