There’s little doubt that you’ve seen extensive news coverage of the so-called "Big Beautiful Bill" (H.R. 1) that passed the House of Representatives by [...]

If you’ve worked with charitable families over the years, you’ve certainly heard the term “charitable remainder trusts,” sometimes called a “CRTs.” You may have [...]

As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, [...]