Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

In the wake of the Supreme Court’s historic decision to end race-conscious admissions at U.S. colleges and universities, another admissions policy has quickly emerged as a target for reform—legacy ...

The SECURE Act 2.0, enacted at the end of 2022, created a new type of qualified charitable distribution (QCD) that generally is being called the Legacy IRA. As I’ve said before, QCDs are the best way ...

The workers on strike are advanced practice providers, a group that includes nurse practitioners and physicians’ associates working in a range of specialties like trauma, critical care and ...