Charitable planning is not simply providing a charitable gift; it is a strategic process that can be utilized to ensure that ...

In a groundbreaking decision that could reshape the landscape of California estate law, the Court of Appeal in the Second District Division Four ...

The Supreme Court appears to be leaning toward a Catholic charitable organization pushing back against the state of Wisconsin ...

DAFs and private foundations go about helping charities (and those who donate) in different ways. Each comes with its own ...

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.

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 ...

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

Find out about new and updated content for charities, including regulatory and legislative changes, guidance products, and how to obtain or maintain registered status. You can also learn about ...

The Pew Charitable Trusts’ housing policy initiative provides data and analysis to help policymakers better understand how an increase in co-living options could expand the availability of housing and ...

Steps required to ensure tax compliance: R185, SA900, IHT100 Matters relevant to the ending of a life interest trust on death Who are the beneficiaries? Are they absolutely entitled? Is there a ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...