No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Countless people work hard all their lives not only to take care of their families while they're here but also to be in a ...

This is especially relevant in 2024 when stocks skyrocketed. It may also apply if you have a concentrated stock position with ...

Obtaining a new EIN before year-end can be quite difficult with the online application shutdown. Fortunately, there are ...

This session of the Private Client West Cost Forum 2024 discussed best avenues for family offices and their advisors to consider when managing ...

Anyone can learn from billionaire investor Warren Buffett’s proactive and flexible approach to estate planning, experts say.

Collectors often see their collections as extensions of themselves, which can complicate rational decision-making during ...

Estate planning is an essential process which can ensure that your wealth is distributed appropriately after you pass. Every estate ...

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

For heirs to actually claim their assets from an estate, a will needs to go through probate, which is the process of proving its validity in a court of law. Probate can be an expensive process that ...