Tech millionaires, donor-advised funds, billionaires, business exits, complex assets, QCDs—and even chickens and pigs! We’ve rounded up nine recent articles that caught our attention and offer useful insights into where charitable planning is showing up in the financial and estate planning conversations happening right now.

Not all government securities are created equal when it comes to charitable giving. Learn why marketable Treasury securities and savings bonds can present very different charitable and tax planning considerations—and why identifying exactly what your client owns is an important first step before taking action.

National Estate Planning Awareness Week is coming up in October, and charitable giving has been part of its focus from the very beginning. We’re highlighting thirteen simple words that can open an important conversation with your clients—and looking at why recent research suggests advisors should not stop with the first question.

We’ve all heard the saying “Music is good for the soul.” But just how good for your soul is it? Turns out, there’s actually a lot of truth to the statement. Check out these ways music can improve your life, and see everything a tune has in store for you.

Six area organizations and communities received third-quarter grants supporting families, children, transportation, workforce development, public safety, and recreation.

Even if you already have a will or other estate planning documents in place, changes in your family, finances, or priorities may mean it's time for an update.

While every individual is unique and has their own preferences, there are some general guidelines to follow when interacting comfortably and respectfully with people with disabilities.

Estate planning mistakes are often simple oversights. Discover seven common ones—and how a little planning today can protect your family tomorrow.