As mentioned, a key aspect of an estate plan if you have no children is to set up a durable power of attorney, designating ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

When a parent passes away, you may need to take on financial and legal responsibilities quickly. This can include securing ...

While the core goals of estate planning remain the same—protecting your children and ensuring they're cared for—single ...

While estate planning is often associated with wills and trusts, Medicaid and long-term care plans can play a crucial role in ...

For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.

Cross‑border planning means working with a team of advisors who understand both sides. That means working with ...

If your estate plan was created before the DNA testing era—or hasn't been updated to account for these new realities—now is ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

Rising property values in Hawai‘i have created a unique challenge for local families handling estates: unexpected tax bills ...