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, ...

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

Executors must choose between a calendar year or fiscal year for an estate's taxable year, a decision with lasting financial ...

Buffett, who has been in the top 10 lists of billionaires for decades, included the advice as part of an announcement about ...

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

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

arises when inadequate estate planning and unclear wishes lead to costly and emotionally draining disputes. According to the ...

The good news is that you’ve probably already done a little bit of estate planning—you just may not be aware of it. It's ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly Estate planning is one of those tasks that makes almost any other job look appealing ...

We have gathered all the information for you in one convenient spot, but please keep in mind that these are subject to change. We do our best to keep everything updated, but something might be out of ...