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

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

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

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

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

The 2025 transfer tax exemption will remain at a historically high level before being reduced by 50% on January 1, 2026 under ...

In an announcement about a new round of charitable giving, billionaire Warren Buffett passed along some wisdom about estate ...

Maximize your loved ones' inheritance with a Stretch IRA, a powerful estate planning tool that minimizes taxes and extends ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...

There’s no more interesting aspect of the no-sunset planning discussion than the potential use of a life settlement. However, ...