As charitable planning conversations become more sophisticated, many advisors are revisiting so-called “split-interest gifts” to help clients balance philanthropic goals with income needs. Two [...]

For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not [...]

“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. [...]