Our series of Tax Reform Insights holistically examines how different aspects of planning were impacted under the new law. Tax reform created many opportunities to help you plan for your legacy goals in the most tax advantaged way. Our eBook provides a compilation of all of the articles in the Tax Reform Insights This
Learn how to make sure your charitable gifts are meaningful, useful, and tax-efficient.
As part of our three-part video series on gifting strategies for high-net-worth individuals and families, learn about some of the most effective ways to support your favorite charity. The strategy that is right for you will depend on your giving and personal financial goals, the assets you wish to give, and the complexity you are