As the year draws to a close, it's a great time to review your financial and philanthropic goals. For high-net-worth individuals, charitable trusts combine generosity with tax and estate planning.

Charitable giving is one of the top financial issues Bob Bove hears about as Wealth Advisor & Certified Exit Planning Advisor at The 4:8 Group. Individuals and families want to know how to maximize ...

BOCA RATON, Fla., May 4, 2017 /PRNewswire/ -- It's been said that it is better to give than it is to receive and nothing could be truer when it comes to Charitable Planning along with the many tax ...

IRS Private Letter Ruling 202550004 addresses tax implications when charitable trust distributes all assets to private ...

Charitable giving is a powerful way to make a positive impact for the causes that matter most to you. For high-net-worth individuals, it can also be an important part of a wealth planning strategy.

Several charitable giving strategic tax opportunities offer taxpayers the opportunity to maximize donations to charity and minimize tax liabilities. Image courtesy Getty Images. The biggest mistake ...

Learn how trust funds work, their benefits, and the differences between revocable and irrevocable funds. Understand how they manage and protect assets for beneficiaries.

"Remember to make a list, check it twice, and plan ahead." It's the season of giving, which can feel good and help you down the road when you fill out your tax forms. Now is the time to think about ...