The session “It’s 10 PM, Do You Know Where Your Trust Is Sited?” at the 2026 Heckerling Institute on Estate Planning detailed ...

On November 6, Mason Preparatory School hosted Castles & the Community, a 24-hour giving day fueled by student leadership and community generosity. As part of a friendly, schoolwide competition, each ...

Kent encourages advisors to help clients reduce concentrated positions and avoid large capital gains by using appreciated assets to fund charitable goals. After estimating the tax savings for one ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Megan DeMatteo is an independent journalist and editor covering all things money, lifestyle and web3. She has written for notable publications including Marie Claire, CoinDesk, Insider and more. She ...