The Rise of Donations Via Bequests May Be a Sign of Bad Planning

Published on July 22, 2026

Advisors may be depriving their clients of the ability to take advantage of tax benefits.

Continue reading on website
Other news

Elder Law and Special Needs Update

July 22, 2026
A rundown of recent court decisions

What Clients Should Know About NYC’s New Pied-à-Terre Tax

July 22, 2026
Those with second homes in the Big Apple could be subject to a surcharge of up to 6.5% of the property’s market value.