Retirement is the perfect time to update your estate plan—here are 5 smart changes retirees should make to protect assets and ...

For many individuals, estate planning can feel overwhelming, but it also offers a meaningful reflection opportunity. Often, ...

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 ...

Individuals face a daunting task when it comes to estate planning, often overwhelmed by a wealth of paperwork and decisions ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...

The estate planning landscape has seen significant transformation over the past few years, as legislators respond to the ever-changing challenges and needs of Americans. One important change ...

2. You Need Someone to Make Decisions for You Proper estate planning allows you to designate someone you trust to handle your affairs when you die or become incapacitated.

Prince’s estate and the legal actions following his death deliver important estate planning lessons to most of the rest of us. Prince Rogers Nelson, the entertainer known generally as Prince ...

Not all estate planning has to be complex. Dos Santos worked with a 90-year-old client to convert a $5 million traditional tax-deferred individual retirement account to a Roth IRA while stock ...