Seize the opportunity to make the most of your estate plan. As with any change in tax legislation, the Tax Cuts and Jobs Act of 2017 gives rise to valuable estate planning opportunities. The new tax law serves as a good reminder to review your estate plan to be sure that it is consistent with
Learn three best practices to help families overcome fears of demotivation. Many wealth holders fear that the anticipation of inherited wealth will demotivate or disempower family members. The idea of discussing wealth transfer and inheritance issues can be daunting, but the rewards can prove significant when family members work together to improve communication and strengthen
Learn how technological advances have altered the way we give and enhance our ability to perform due diligence on the causes we support.