Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

More than 70% of Black Americans don’t have a will, and the consequence is a missed opportunity for Black Americans approaching what may be the most significant wealth transfer in history — an ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

When you’re single and have no children, estate planning looks a little different than for someone who’s married or has children. As a single, childfree individual, you can focus solely on your ...

Financial Planners and Estate Planners serve distinct roles in helping individuals manage their wealth. Financial Planners focus on achieving financial goals within an individual's lifetime. They help ...

After 24 years of doing this, I can’t help but share some wonderful ways that people try to complicate their estate plans. Let me share some of those ways in no particular order. 1. Change your goals ...