When you work on the charitable components of a client’s estate or financial plan, one of the first areas you’ll explore is the structure. [...]

Several advisors have shared with us recently that they’re fielding more questions about charitable gift annuities (CGAs). It’s quite possible that CGAs are landing on [...]

As attorneys, CPAs, and financial advisors, you know very well that trust is at the foundation of your relationships with clients. Your clients are [...]