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 ...

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

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

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

Getting together with family over the holidays is a good time to watch for indications you may need to bring up estate ...

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

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

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

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. Here are the pros and cons for those ...

The most important tip is to start discussions as soon as you can. Give yourself enough time to get your ducks in a row and ...