Finally . . . You quit stalling and started saving The Covid-19 pandemic pushed you to put a little money aside. You set up an

Prospective donors can find a suitable charity just about anywhere they look. However by doing some homework, you can better distinguish among the many giving

If you’re eager to pass along accumulated wealth to heirs in the most tax-efficient manner possible while also retaining the ability to support a charity

Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in

Several years ago, Jack’s father died. Jack grieved not only for his father’s passing, but also for his widowed mother who had been married to

For those fortunate few individuals whose personal wealth exceeds the current estate-tax exemption threshold — $5.43 million for 2015 rising to $5.45 million for 2016

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning

Key Points Donor-Advised Funds — Offer Convenience and Flexibility Family Foundations — Building a Legacy, Reaping Tax Benefits Private Foundations vs. Supporting Organizations Balance Giving

More professionals, business owners, directors, and wealthy individuals are creating Delaware Trusts. Delaware’s favorable trust laws have made these instruments increasingly popular as an effective