Creating an effective trust for your family member with special needs

Caring for someone with special needs can be physically, emotionally, and financially challenging – especially if your loved one is not capable of make rational decisions about money. A Special Needs Trust administered by a trustee with experience in navigating SSI and Medicare, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

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Congress Passes Legislation Impacting Retirement, and Estate Planning

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

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The Ins and Outs of Making a Contribution to a Donor Advised Fund

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

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How Millennials Are Finding Their Why of Wealth Through Social Entrepreneurship

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

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Transferring a Business to Your Children

How you'll handle a business transfer is a critical component of your succession and legacy planning. Without a clear and detailed strategy, you jeopardize your company's future and leave your successor vulnerable to substantial tax hits.

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Taxation of Resident Trusts, Jurisdictional Planning after Kaestner

Late last week, the United States Supreme Court issued its decision in North Carolina Department of Revenue vs. Kimberly Rice Kaestner 1992 Family Trust (“Kaestner”). The Supreme Court ruled that the Due Process Clause prevents a state from taxing the income of a trust in situations where the sole connection of the trust to the state is via a contingent beneficiary maintaining a presence in the state.

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Five steps to more strategic, effective philanthropic giving

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

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College prep for parents: A quick checklist for the legal paperwork you and your student will need this fall

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.

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How Successful Women Are Changing the Face of Philanthropy

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.

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Five facts to know when making your Medicare choices this fall

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.

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