See the best real estate marketing calendar templates for monday.com, ClickUp, Google Sheets, Excel, Wrike, and more.

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

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 ...

Individuals and businesses alike should take the time to ask and answer some simple questions to ensure their estate and ...

Getting together with family over the holidays is a good time to watch for indications you may need to bring up estate ...

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

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 ...

Year-end is a crucial time to assess your finances. Use this period to rebalance investments, plan taxes, manage debts, and ...

As 2024 draws to a close, it's an ideal time to review your financial health and make sure you're positioned for a ...

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