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 ...

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

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 ...

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 ...

Estate Planning attorney Jim Dougherty reveals key ethical and tax considerations for spousal lifetime access trusts.

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

Estate planning isn't just for older adults. Starting at age 18, everyone should have documents in place authorizing someone ...

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