In an announcement about a new round of charitable giving, billionaire Warren Buffett passed along some wisdom about estate ...

The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...

No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

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

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...

A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...

A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those ...

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) ...

Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...

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 ...