Charitable tax planning requires time, especially with OBBB changes coming in 2026. Beware of questionable giving vehicles ...

By combining a properly drafted and registered Will or trust with professional execution, your estate can be managed exactly ...

Legacy planning is a once in a lifetime opportunity to tell your story in a way that will uplift and inspire others for generations to come.

High-net-worth taxpayers who concentrate their philanthropic donations during this tax year can avoid new deduction floors ...

The key is making sure your gift is structured in a tax-efficient way and completed before the year-end deadline so it counts ...

There are 5 times you may want to name your trust as an IRA beneficiary. Is most other scenarios this could be a huge estate ...

Taxpayers who itemize should note that the 0.5% threshold begins in 2026 and that the tax benefit for charitable deductions will be capped at 35%, even for those in higher tax brackets. Cardinal Point ...

Fund a Charitable Remainder Trust (CRAT). Please note that strategies 3-5 typically involve custodians or financial institutions. What Qualifies as a Deductible Gift? For a contribution to qualify as ...

Financial records provided to Arizona's child welfare agency dispute claims made by a major contractor and political donor to ...

(MENAFN- The Conversation) Diane Keaton loved her dog, Reggie. The award-winning actor, director and real estate entrepreneur frequently posted photos and video clips of the golden retriever on her ...

An estimated 66% of U.S. households have at least one pet,” and in 2024 alone Americans spent about $152 billion on their care. Yet few owners make formal plans for what happens to those animals when ...

Discover how child-free couples can maximize their philanthropy and legacy through smart planning, trusts, and purposeful ...