Executors must choose between a calendar year or fiscal year for an estate’s taxable year, a decision with lasting financial ...
If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...
The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly Estate ...
Q: If you have a trust, why do you still need a will? Isn’t a trust supposed to replace the will? If the will and the trust are different, which ...
I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...
The most important tip is to start discussions as soon as you can. Give yourself enough time to get your ducks in a row and ...
A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...
A periodic “stress test” of your estate planning serves essentially the same function, by allowing you and your ...
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