Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...

The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current and immediately accessible.

Financial assets often outlive their owner. When those assets reach a certain value, having the proper plans in place for ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

It's the most significant piece of estate planning legislation since the 2017 Tax Cuts and Jobs Act — and for some Idaho ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Casey Cohen started talking to his daughter about his estate plan when she was in elementary school. He and his wife wanted to normalize the conversation and ease any of their daughter's doubts. Cohen ...

More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...