The article discusses the evolving integration of security measures into estate planning for ultra-high-net-worth families.

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 ...

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

Spousal Lifetime Access Trusts (SLATs): Enable one spouse to transfer assets into a trust while allowing the other spouse to ...

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

“Having dealt with as many estates as I have, not planning for it does not lead to a great outcome,” says Ms. Tretina-Nelson, ...

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

Trustate has officially entered the estate planning arena with the launch of revolutionary estate planning documents, including wills, trusts, and other essential planning documents. This monumental ...

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

If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now ...

The following is a summary of some of the key legislative and judicial updates from Illinois in 2024. Control and Protection ...