UD's Gift Planning Team is proud to share charitable giving resources like this to help all our Blue Hens and friends make the most of their money. If you have and questions or want to discuss gift ...

Wealth managers say more clients are transferring assets to their children during their lifetimes. Here are the best ways to do it.

Dear Liz: Is naming a beneficiary for a nonretirement, “payable on death” account as effective as putting the account in a living trust? It seems easier than doing all the paperwork each time I open ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

If you were to ask leaders of funding organizations if they believe their relationship with grantees would be more impactful with open, transparent communication, deeper relationships and mutual ...