Legacy planning helps you organize and secure your estate to ensure that your wealth is protected and bequeathed according to your wishes, minimizing tax issues.

The 60th Heckerling Institute confirmed that the complexity of modern families and the transparency of the digital age mean ...

You see the pattern — through an agreement with the company holding the asset, you have provided for disposition of the asset ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...

Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

Clients often procrastinate because they imagine estate planning as a months-long ordeal involving endless paperwork, ...

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 ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

Attorney John Heggie from Wochner Law Firm speaks to host Jon Hansen to discuss how the beginning of the year is a great time ...

Both corporate legal work and estate planning may play key roles, but different ones, in the long-term success of ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

Dear Abby is written by Abigail Van Buren, also known as Jeanne Phillips, and was founded by her mother, Pauline Phillips.