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For Dick Taylor, this is a busy time of year. As a senior executive at a major insurance brokerage, he finds that year-end renewals keep him late in the office most nights.

From ‘The Chronicle of higher education’

Advisors consistently underestimate how important philanthropy is to their clients. Here’s what you need to know to avoid making the same mistake.

Think you don’t have to worry about estate taxes because of the new generous federal estate tax law?

Families that include children from previous marriages often come with all sorts of complications.

It’s easy for trustees to botch their roles. Here’s how to avoid the common pitfalls.

Small-business owners often complain of feeling caught in the cross hairs of the tax code. For a change, here’s good news.

Bid to lower exemption after January deal unexpected; advisers sitting tight for now.

For grandparents as well as parents, contributions to 529 plans are treated as gifts.

Recent tax-law changes are making it easier for families to help pay education bills for multiple grandchildren and even future generations. But grandparents have to make some tough decisions first.