The 60th Heckerling Institute confirmed that the complexity of modern families and the transparency of the digital age mean ...

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...

Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...

The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...