Navigating Estate Planning Post-Election: Expert Advice
Spousal Lifetime Access Trusts (SLATs): Enable one spouse to transfer assets into a trust while allowing the other spouse to ...
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The Savings Game: The basics of estate planning
Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, ...
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Interest rates, tax uncertainty driving a surge in estate planning
New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...
Estate Planning Strategies for 2025 Tax Changes
Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.
Post-Election Estate Tax Planning Requires A Cautious Approach
If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...
5 key considerations for personal estate planning in 2025: An attorney’s perspective
Individuals and businesses alike should take the time to ask and answer some simple questions to ensure their estate and ...
How to tackle estate planning with loved ones this holiday season
No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...
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4 Retirement Planning Steps Middle-Class Americans Should Take in 2025
and provide insights and recommendations based on their experience and full spectrum of knowledge on investments, taxes, retirement income, estate planning rules, etc.” A common recommendation from ...