As 2025 approaches, the end-of-year season offers a crucial opportunity to evaluate your estate plan, especially given ...

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 ...

New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...

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

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

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

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

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

Individuals and businesses alike should take the time to ask and answer some simple questions to ensure their estate and ...

If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...