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 ...

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

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) ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

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

The Gift and Estate Tax Exclusion is currently scheduled to be reduced by approximately 50% in about 13 months. Without ...