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

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

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

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

As 2025 approaches, the end-of-year season offers a crucial opportunity to evaluate your estate plan, especially given ...

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

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

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

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 ...

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

When it comes to estate planning, joint tenancy is often seen as a simple way to transfer property after death while bypassing probate fees. But ...

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