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 ...

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

Very few people would call estate planning fun. In fact, we’re pretty sure none would. It’s the perfect combo of everything terrifying: lawyers, taxes, and death. Yeesh. Unfortunately, planning your ...

Thousands of people reach retirement age every day, and millions more will turn 65 in the next decade. Many of them, even those who have funded a comfortable retirement, have neglected an estate plan.

The Accredited Estate Planner designation is a professional credential for individuals who specialize in estate planning services. You might work with someone who holds an AEP ® designation if you ...

If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for ...

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

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

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

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