


Charitable Remainder Trusts: “Test-Drive” Charitable Giving
Takeaways Americans are among the most generous people in the world, but trust in charities is declining amid concerns about transparency and accountability. Charitable remainder trusts (CRTs) allow donors to provide for themselves and their loved ones while...
How IRS Layoffs May Affect Your Taxes and Estate Planning
Takeaways The Internal Revenue Service (IRS) is likely to see a continuing reduction in its workforce under the second Trump administration. Some experts assert that dramatic reductions in IRS staff could potentially lead to delayed tax return processing, reduced...
Spring Cleaning for Your Estate Plan: Review and Revise
Takeaways Regularly reviewing and updating your estate plan is crucial to ensure that your money and property will be managed and distributed according to your wishes and that your health care preferences are followed. Changes in life events, financial status, health,...