The new law may immediately impact your retirement, estate and wealth transfer plans.

Final regulations establish that individuals utilizing the current gift and estate exclusion will not be adversely impacted when the current BEA sunsets and reverts to a lower exclusion amount.

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

The United States Supreme Court rejected two appeals involving New York's rules for taxing individuals who are legally defined as residents of multiple states.

Social impact is a critical driving factor for millennial entrepreneurs as they work to create businesses that invoke change within their communities.

Ways to assess if your giving is making the impact you'd like.

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.