While CRTs might introduce complexity into the estate and tax planning, under certain circumstances and with thoughtful ...

Betty White wasn’t just America’s beloved “Golden Girl”—she was also a passionate, lifelong advocate for animal welfare. As a ...

For business owners considering a sale, a charitable remainder unitrust may result in a more favorable financial alternative ...

Planning for a successful retirement isn't just about saving enough, it's about creating a reliable mix of income streams that can support your lifestyle in a tax-efficient and sustainable way.

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Over 95% of the water pumped goes right back into the ground where it came from, with the remainder evaporated,” said Johnson ...

The Traer Community Foundation board members are pleased to announce they are now accepting grant applications from non-profit Traer area groups, for the 2025-grant program. Foundation board members ...

By working with a charitable advisor at the Baltimore Community Foundation, a client learned she could open a donor-advised fund and make one gift after the sale of her business to secure a tax ...

The Pew Charitable Trusts report highlighted the center's effective leadership, collaborative initiatives and innovative programs, which have significantly contributed to integrating suicide ...