Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

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

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

Once you assign financial power of attorney, give this person an overview of all of the assets ... important to discuss these issues with an estate planning professional who can offer solutions ...

Estate planning involves the creation and execution ... Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax ...

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...

However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A successful estate plan also includes ...

estate planners have often taken that quote to heart and acted as though estate planning is fundamentally about death and the avoidance of a resulting death tax. To the contrary, the fundamental ...

As we approach the end of 2024, advisors must guide clients through the intricacies of tax and estate planning strategies. That means taking advantage of current economic opportunities while ...

Estate planning helps you control who gets your assets when you die and who will make medical decisions if you become incapacitated. Creating a trust and choosing a healthcare proxy are essential ...