Giving

Donor-advised funds are not all created equal. Help clients select one that best suits their goals.

Even if Congress doesn’t let the $12.9 million estate-tax exemption lapse in 2026, clients should get their gifting in order today.(By Ilene Slatko)

Considering tax consequences can help clients leave more to charities and their children. (By Scott Stratton)

Planning ahead can eliminate surprises and bad blood — and make the biggest charitable impact.

Personalizing your approach, depending on how they plan to spend the holidays, can help deepen client relationships.

Unequal inheritances can destroy family ties. Parents who explain their thinking may minimize sibling fighting.

Don’t skip those philanthropic conversations; they’re a win for your clients, their charities’ beneficiaries and you.

Don’t make an assumption, make a plan. It’s a big asset and the child often needs support to continue living there.(By Kristin Carleton)

Clients considering a loan to a family member may want to implement one before the IRS raises rates higher.

As newfound relatives become more common, family dynamics and estate plans shift.

They're worried about safety and loss of community for loved ones with developmental, intellectual and physical disabilities.

Helping clients organize their estate plans — and lifting this burden — is another way to demonstrate your value. (by Bryce Sanders)