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Donor-advised funds went from 4.8% of total charitable giving in 2011 to 10.1% in 2020 and — despite all the events that occurred —...

How much thought do you give your charitable giving? Do you simply write some checks or, more likely, visit organizations’ websites, make...

Many people think that estate planning doesn’t apply to them, but everyone needs an estate plan. A good estate plan will help determine...

The Tax Cuts and Jobs Act roughly doubled the standard deduction and indexed it for inflation through 2025. (The standard deduction is...

There is an old saying about being caught between a rock and a hard place. Many people might feel that way about providing financial...

The history of estate taxes in America has been a long and winding road. Careful estate planning is still one of the most important ways...

In planning your estate, it is customary to consider wills and trusts (as well as intestacy) as a means of property distribution. As a...

Effective estate planning should address wealth transfer from a practical and cost-effective approach. One estate planning strategy that...

Charitable giving can be a rewarding experience by allowing you to both give and receive. To enjoy the benefits of charitable giving, you...

Sometimes it takes tough economic times and natural disasters to unite and bring out the best in people. Natural disasters such as...

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later. You may have heard about some...

There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of...

Married couples have several ways to potentially avoid any estate tax liability when they leave assets to each other. Because of the...

Estate taxes. It’s not enough to simply know they exist and to know strategies to minimize them. When it comes down to it, you need to...

There are a number of ways your estate can be distributed to your heirs after your death. Each allows a different degree of control over...

Giving basics You’re free to give almost any type of property to whatever organization you choose. But in order to retain the tax...

Have you ever wondered what will happen to your estate after you die? How long will it take for your loved ones to receive the estate...

Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the...

By taking steps in advance, you have a greater say in how these questions are answered. And isn’t that how it should be? Wills and trusts...