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 ...

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

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

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

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 ...

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

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

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

A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...