Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

In an announcement about a new round of charitable giving, billionaire Warren Buffett passed along some wisdom about estate ...

Estate planning is often considered a topic reserved for married couples or those with children. However, it is even more ...

The 2025 transfer tax exemption will remain at a historically high level before being reduced by 50% on January 1, 2026 under ...

No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Maximize your loved ones' inheritance with a Stretch IRA, a powerful estate planning tool that minimizes taxes and extends ...

The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...

I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly.

A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...