Estate planning is key to protecting your assets and ensuring a smooth transition to your heirs. Watch for crucial do's and ...

The ideal time to start your estate-planning journey is when you turn 18, experts say — but that’s not what most people do.

Insights on flexible estate planning tools and strategies to navigate potential changes in estate and gift tax exemptions.

As the year winds down, ensure your estate plan is up-to-date. Learn strategies to protect your future and safeguard your ...

The future of estate planning is digital, and AI will play a crucial role in this transformation. As we navigate this new ...

President-Elect Donald Trump has not published a comprehensive tax plan as of the time of this writing, but he and Vice President-Elect J.D.

Federal Estate, GST and Gift Tax Rates The federal estate, gift and GST applicable exclusion amounts are as summarized below. In simple terms, ...

Estate planning is often considered a topic reserved for married couples or those with children. However, it is even more ...

Bequests returning territorial assets to indigenous nations pose thorny questions for financial advisors and their clients, ...

Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower ...

New BofA survey report unpacks trends around high-net-worth individuals' trust and estate strategies, including insights on ...

While it's not exactly fun to financially plan for dying one day, it's better than leaving your loved ones unprotected.