Estate Planning

Tax- and retirement-planning expert Ed Slott delves into qualified charitable distributions and donating appreciated securities.

How to roll over a legacy IRA to a charitable gift annuity.

These year-end oversights can cost you.

A look at the steps my husband and I took when a death in the family brought about a surprise inheritance.

Examining the administrative fees and underlying investment options for the biggest donor-advised fund in the U.S.

Learn about housing, special needs trusts, legal implications, and more.

The author and financial planner discusses the ins and outs of planning for people with special needs, including guardianships, the role of trusts, and housing.

Guess what? You’ve probably already started the process.

DAFs can be useful to support both charitable giving and clients’ values.

Charitable giving can cut across all aspects of financial planning. Here’s how advisors can support clients’ giving goals.

Author Mike Piper shares his thoughts on barriers to giving when you have enough.

How having sufficient assets for one’s own lifetime affects decision-making for investments, charitable giving, estate planning, and taxes.

Roth IRAs, charitable distributions, and 529 conversions deserve advisors’ attention.

We examine the ongoing fees and underlying investment options for the biggest donor-advised fund in the U.S.

It’s arguably the best donor-advised fund affiliated with an asset-management firm for donors who plan to maintain higher account balances.