Family offices struggle with philanthropic succession as next generation seeks impact-driven giving over traditional charity ...

The tax landscape is increasingly complex and uncertain. For high-net-worth individuals who are reevaluating their estate and financial plans to preserve wealth, support loved ones and create a ...

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a ...

Integrating Meaning Into Planning for Charitable Bequests. May is Leave a Legacy Month, inviting people to consider how their values might endure beyond their lifetime through charitable bequests.

‘Tis the season … to be generous, of course, with the bonus of tax efficiency. As the sun sets on 2025, now is the perfect time for financial advisors to instigate conversations with clients about ...

Kristina Byas is contributor at Investopedia. As a personal finance expert, she has lent her insights and knowledge to numerous financial publications. Her articles have helped readers navigate the ...

From tossing spare change into a red Salvation Army bucket at Christmas to donating millions of dollars’ worth of appreciated stock into a donor-advised fund at the height of a tech boom, charitable ...

Every week, Allworth Financial’s Steve Hruby, CFP®, and Bob Sponseller, ChFC®, answer your questions. If you, a friend, or someone in your family has a money issue or problem, feel free to send those ...

For philanthropically minded individuals, IRAs can be among the most tax-advantaged items to contribute to charity. During your earning years, income tax brackets and taxable income are at their ...