A private family foundation is more than a legal entity—it’s a commitment to philanthropy, education and legacy. By understanding its advantages and drawbacks, families can make informed decisions about whether a foundation, donor-advised fund or another giving vehicle suits their vision. When structured properly and managed wisely, a family foundation can serve as a pillar of philanthropy, shaping positive change in the world while bringing generations together around a shar

Staying on top of your estate plan is essential for protecting your family and preserving wealth. This guide explains why experts recommend reviewing your plan every three to five years or whenever a major life event occurs. Learn how marriage, divorce, births, deaths, new assets, relocation and tax law changes—including the 2026 increase of the federal estate tax exemption to $15 million palmcitylawyer.com —should trigger updates, and discover practical steps for keeping up

Charitable trusts allow donors to align their wealth with their values, offering a structured way to support causes they care about while managing taxes and providing for loved ones. Whether you choose a CRT or CLT, the key is to work with knowledgeable estate planners, attorneys and tax advisors to ensure the trust is structured properly and maintained in compliance with federal and state laws. With careful planning, charitable giving can transcend a simple donation.