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

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

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

Estate planning is one of the most crucial yet often overlooked aspects of personal financial planning Whether you are looking to create a will establish a trust or designate powers of attorney ensuri ...

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

A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those ...

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

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

But some of the most basic and consequential steps do not require much outside help at all. One example: The simplest estate ...

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

Discover the future of estate planning with the 2024 Trends in Trust and Estate Planning report. Take an in-depth look at the shifting landscape of estate planning and the evolving needs of ...