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.

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 ...

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

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

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 ...

For families with complex estates involving businesses, artwork, or collectibles transparency is praised, but can lead to ...

When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may ...

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 ...