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 ...
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly.
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...
The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...
Nicolas Puech, a lesser-known heir of the Hermès luxury brand, has taken an unusual approach to his estate plan by deciding ...
The second Trump administration has tapped Steve Witkoff, Howard Lutnick, Charles Kushner and Scott Turner to serve in ...
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 ...
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) ...
A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...
Executors must choose between a calendar year or fiscal year for an estate’s taxable year, a decision with lasting financial ...
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