Insights for clients invested in their financial futures
Your overall tax liability is heavily dependent on where you live. Here's your state-by-state guide to who charges what.
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
A charitable remainder trust can provide a tax break and income for life.
From our leaders
From the archives
Business development companies are known for attractive yields—but are they worth the risks?
A spousal lifetime access trust (SLAT) allows access to assets while helping to keep them out of your taxable estate.
Three tips for incorporating a large influx of assets into your financial plan.
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.