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

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

There are a number of strategies you can use to minimize your taxes in retirement. Here's a look at the top strategies ...

A delayed annuity is a life annuity with payments beginning later, offering financial security through a steady cash stream ...

Millions more Americans will likely donate to nonprofits as a result of changes to tax laws, but those changes will also ...

Learn when and how to make a tax-free switch into a new life insurance policy or annuity if your needs change ...

KALW's Legacy Circle is lasting way to support KALW’s mission, provide long-term sustainability for KALW’s programming, and ...

Hospital financial assistance policies help eligible patients receive free or discounted care for essential services. Not all ...

Giving to donor-advised funds spiked at the end of 2025, compared with the same period in 2024, according to several DAF sponsors, which host these accounts for donors. As consultants and tax advisers ...

A detailed overview of U.S. gift and estate taxation, including exemptions, valuation rules, and filing requirements. The ...

Three scholars assess the significance of the Philanthropy 50 list of the top American donors and to consider what they ...