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

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

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

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

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

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 ...

After the election, they continue to be unpredictable, making now a great time to consider estate planning updates that take into consideration the current laws and future uncertainty. Changes to the ...

Simplify estate planning with these 7 steps. From finding an attorney to managing documents, learn how to effectively ...

The report (50-page / 514KB PDF), published by the Information Commissioner’s Office (ICO), sets out key findings and recommendations following consensual audits it has carried out with AI providers ...

A series of recommendations to help Powys County Council improve its planning services have been fully implemented, a new Audit Wales report has concluded. Audit Wales published its review follow-up ...