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

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

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

A complete estate plan has a few documents. Your last will lays out what you want to happen with your property at death. A ...

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 ...

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

Although blended families are common, they often encounter unique complexities after the death of a loved one. Assets may be left outright to ...

The One Big Beautiful Bill Act raised the federal estate tax exemption starting in 2026 to $15 million for an individual and $30 million for a couple. This could eliminate federal estate taxes for ...

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

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

Estate planning clients turn to AI to save money but risk costly mistakes. Professional advisors offer expertise AI lacks ...

Crypto investors face a wide range of estate planning issues that could leave digital assets tied up in court or lost forever ...