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

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

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

There’s no more interesting aspect of the no-sunset planning discussion than the potential use of a life settlement. However, ...

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 ...

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

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

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

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

Several estate planners agreed with the famed investor and Berkshire Hathaway CEO that heirs should understand inheritance ...

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 ...