With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, Jan. 8, at the Poplar Creek Public Library District’s main site at 1405 S ...

MontanaroLaw P.C., a Long Island-based law firm known for practical counsel and client-focused legal solutions, will host a free educational webinar titled "New Year, New Plan" on January 19, 2026, at ...

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 ...

Dynasty trusts let you pass wealth through multiple generations in a tax-savvy way. Let's discuss how they work, the tax ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

Estate planning can be complicated — and not just for wealthy people. Though the word “estate” is often associated with the upper class, an estate is anything that will be left to heirs after death.

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

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Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. With President Trump’s victory, and Republican control of the Senate ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Estate tax repeal may really happen! What does that mean to your ...

OMAHA, Neb. (WOWT) - A new survey finds most Americans don’t prioritize creating a will until they experience a major life milestone, good or bad. The 2025 release of the annual Caring.com survey ...

MontanaroLaw P.C., a Long Island-based law firm known for practical counsel and client-focused legal solutions, will host a free educational ...