Martin Behn of Lathrop GPM discusses how multiple jurisdictions affect estate planning for clients with international assets ...

How can I maximize the long-term impact of my giving? As a financial advisor, you are uniquely positioned to guide clients through their giving journey. Whether they’re new to formalized giving or are ...

Business owners devote years to developing products and services, refining operations, building teams, raising capital and scaling their companies. Yet one of the most powerful drivers of long‑term ...

“I am a seasoned landlord, but not an adequately seasoned asset transfer owner in the $1 million+ income property realm.” ...

Aristotle Onassis was one of the most famous Greeks in the entire world in the 20th century, a visionary and one of the richest men ...

Learn about Charitable Remainder Unitrust (CRUT), its definition, pros, and cons. Discover how it can benefit you and your charitable endeavors.

This article explains IRS Private Letter Rulings (PLRs), which offer tax guidance for specific situations but aren't binding. A favorable ruling helps clarify IRS stance, while an unfavorable one ...

A new Fidelity white paper found that three out of four (76%) high-net-worth investors want philanthropic guidance from their ...

As part of the provisions in President Donald Trump’s tax and spending package, passed last year, everyday donors may see tax gains, while those who itemize, especially high earners, face stricter ...

Lower-income taxpayers will be able to deduct contributions for the first time, but there are new limits on higher-income taxpayers’ deductions.