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

The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

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

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

Both corporate legal work and estate planning may play key roles, but different ones, in the long-term success of ...

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

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

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

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

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

Advising content creators requires specialized strategies to address unique priorities, assets, and income streams.