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

A properly designed estate plan can bypass probate, expedite the transfer of assets, and avoid unnecessary expenses. A living ...

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

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 ...

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

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

Choosing a revocable vs. irrevocable trust means looking at your reasons for establishing a trust very closely. Read on to ...

To ensure their property is distributed as they desire, individuals should outline their wishes in a will or trust; otherwise ...

Estate planning is one of the most crucial yet often overlooked aspects of personal financial planning Whether you are looking to create a will establish a trust or designate powers of attorney ensuri ...

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) ...

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