For high-net-worth couples navigating divorce, philanthropic assets and endeavors often represent far more than their financial value. They embody shared legacies, deeply held values, and years of ...

For a growing number of American retirees, the goal of eliminating or drastically reducing their federal tax bill isn't a pipe dream - it's a real outcome made possible by one of the most underused ...

If you are tired of the fluctuating stock market and want to receive fixed payments, a charitable remainder annuity trust may provide you with the stability you desire. A charitable remainder annuity ...

I recently had a client who said they wanted their children and grandchildren to receive as much as they are able without paying any estate or gift taxes, and would rather charities receive whatever ...

The ERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related to IRAs, qualified retirement ...

For More Flexible Giving, Consider Combining a Charitable Remainder Trust With a Donor-Advised Fund If a charitable remainder trust puts too many constraints on your family's charitable giving, ...

Giannis Antetokounmpo and the Bucks are likely to re-open trade discussions this summer when more assets are on the market. Patrick McDermott/Getty Images After a furious week of rumors and proposals, ...

As we wrap up the year, giving to your favorite charity can bring a sense of happiness, purpose and fulfillment. Many people give because they want to make a positive impact on their community or ...

Philanthropy has always been more than a strategy for me – it’s been a passion since I was a child, raising money for causes long before I knew what a charitable remainder trust or donor-advised fund ...

A charitable remainder unitrust provides art collectors looking to sell with a stream of income and a smaller tax burden than they would face if they sold a work outright. Observer Labs For all the ...

Susan Urahn plans to step down as CEO of the Pew Charitable Trusts in 2027. From the Philadelphia Business Journal. Susan Urahn plans to step down from her position as chief executive of the Pew ...