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 ...

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

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

Individuals and businesses alike should take the time to ask and answer some simple questions to ensure their estate and ...

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

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

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 ...

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

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, ...

It’s not a bad idea to follow Buffett’s advice of having mature children look at estate planning documents before they’re signed, Midgett said, as long as parents make the final decision ...