These include charitable gift annuities, charitable lead trusts, pooled income funds, establishing a private foundation and donor-advised funds.

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it matters most.

Charitable remainder trusts are more complex than charitable gift annuities and donor-advised funds, so it’s wise to consult an estate-planning attorney with experience in setting them up.

The current tax landscape presents significant opportunities. On July 4, President Donald Trump signed the “One Big Beautiful ...

Saving enough money for retirement is a primary concern when it comes to financial planning for Americans. However, it’s also vital to consider long-term capital gains taxes, or the amount you’ll pay ...

Charitable giving usually means writing a check, but donating an asset is better, a planning expert said recently.

An expansion to a 2017 TCJA provision, a permanent increase to the standard deduction, and additional incentives for ...

When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important ...

Philanthropy is a key component to a solid wealth management plan for high-net-worth individuals. Here are 3 aspects advisors ...

Thinking about a $300,000 annuity? Here's how much monthly retirement income you could get if you open it at age 65.

The Charitable Foundation at White Horse Village retirement community in Edgmont Township, Delaware County, has received large contributions in the past, but none close to the recent bequest of $6 ...

Official Apparel and Team Sponsor Delivers a Commemorative Gift Collection Honoring the Global Sport Brand’s 135th ...