The Treasury has outlined expanded deferral opportunities for O Zone funds and laid out penalties for violating those rules. We review these new rules and rewards that come two years after the Trump administration’s 2017 overhaul of our tax system, creating opportunity zones.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

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.

When was the last time you took a look at your estate plan? Last year? Five years ago? No doubt things have changed in your life and your financial situation since then. Here are ten questions that can help you decide if your estate plan needs adjusting right now to make sure it’s in sync with your current financial situation.

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

For aging adults, maintaining their independence is a highly-valued goal. Families most often take the lead in helping their parents with day to day, health and financial matters, but sometimes a more specialized expert is needed – especially when navigating health care concerns. Enter the Geriatric Care Manager. Want to learn more about who this is and how they can help?