Pub. L. No. 119-21, enacted on July 4, 2025, marks a sweeping overhaul of the United States Internal Revenue Code of 1986 (Code). Fulfilling a major campaign promise of the Trump Administration, the ...

A financial planner explains the emotional, financial, and practical challenges solo agers face – and the steps they should ...

Judicare Legal Aid has teamed up with North Central Technical College to offer a free legal clinic for Wausau residents. The ...

As to the problem of revocable trusts, there’s none, provided: (1) every “I” is dotted and “T” is crossed in funding and ...

I didn't think we had enough assets to need a will, and then my husband died. A simple online service helped me create one ...

Editor in Chief Susan R. Lipp weighs in on the contents of this month's issue.

Even if your mother set up a trust for her children and/or grandchildren, you may ultimately end up with a nasty court case instead of an inheritance. "If it is determined that the trust contains ...

Mom only knows this because he let it slip to one of my siblings and she let all of us know. Mom is fuming, but she hasn't said anything to him because she doesn't have the energy to argue. She is at ...

In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity ...

When your financial life involves more than one country, taxes can get complex. This is true for expats, dual citizens, ...

The One Big Beautiful Bill Act is big news for estate planners, an estate planning attorney said during a recent webinar.

Attorneys Michele Feinstein and Carol Cioe Klyman, shareholders at Shatz, Schwartz and Fentin, P.C., have co-authored the third edition of Massachusetts Elder Law, a definitive guide to the […] ...