Tag: charitable assets divorce

For many attorneys, CPAs, and financial advisors, the tax law changes under the One Big Beautiful Bill Act are old news. That is not the case for many of your

“Charitable lead trust” is far from a household word, and you might not run across the need for one very often in your practice. They sure do come in handy

As you work with charitable clients over the course of your career, you’ll likely help dozens of married couples establish donor advised funds and other types of funds with us,