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

Telehealth companies and other industry stakeholders have had a watchful eye towards the end of 2024 and the impending ...

Many individuals, even those with significant assets, are negligent in establishing a comprehensive estate plan. A will, ...

New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...

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

Through the years, the US Tax Court has provided significant clarification on the gift tax consequences of terminating ...

To ensure their property is distributed as they desire, individuals should outline their wishes in a will or trust; otherwise ...

Family investment companies (FICs) have in recent times become a popular estate planning vehicle. They are often used as an ...

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

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

Many people believe they have solid estate plans but really are putting their legacies at risk because of some very common ...