Spousal Lifetime Access Trusts (SLATs): Enable one spouse to transfer assets into a trust while allowing the other spouse to ...

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 ...

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

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

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

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

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

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

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

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

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, ...