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Explore how AI can support estate planning firms while introducing real risks. Learn where it adds value and where judgment matters most.
Serve clients effectively while reducing malpractice, ethics and reputational risk.
Wealth.com's Rafael Loureiro on why estate planning is shifting from a static legal exercise to an AI-powered, advisor-led planning process.
Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
For decades, estate planning meant sitting in a lawyer’s office, signing stacks of paper, and locking original documents in a fireproof safe. In 2026, that...
A cautionary tale about the dangers of artificial intelligence in legal practice.
A growing consideration for advisors and clients.
Estate planning need doesn't need to become more complicated. It needs to become more complete. The post Your Clients Have Estate Plans. Their Digital Lives Probably Don’t. appeare...
Most families feel confident once they have a will or a trust in place and beneficiaries named on their retirement accounts. It seems like everything is covered. But in 2026, one o...
Estate Planning for Patent Holders May 14, 2026 For inventors, engineers, entrepreneurs, and business owners, patents are often among the most valuable assets. In addition...
. AI can draft emails, summarize contracts, and help you think through business problems faster. But there is a hard line you should not cross: using AI as a substitute...
AI wealth advice under fire as audit finds major errors in estate and insurance guidance
People know that they need to design an Estate Plan, but often look for shortcuts. Those shortcuts come in various forms, from “do-it-yourself” Wills purchased at an office supply...
Learn how emotional intelligence helps estate planning attorneys build trust, improve client communication, and strengthen firm performance.
A $15 million federal exemption won't stop your home state or the IRS from demanding a massive cut of what you've spent a lifetime building. Even... <p>The post Life Insuranc...
The Problem - The use of artificial intelligence, and thus the exposure associated with artificial intelligence, is exploding....By: Haynes Boone
Safeguard the integrity of your client's estate plan.
Medical assistance in dying (MAID) in Canada involves more than eligibility. Understand how financial planning, powers of attorney, and end-of-life decisions fit together. The post...
The Tony Hsieh estate litigation is one of the most consequential probate cases in recent memory—and one of the most instructive.
Many Illinois families feel a sense of relief after signing their will or trust. The paperwork is done and the plan is in place. But in 2026, one of the most common problems estate...
Help UHNW families navigate a growing estate-planning vulnerability.
Last week at Summit, I had several conversations that stuck with me. Not because the questions were unusual, but because of how easy they were to misunderstand and how much trouble...
Estate Planning Isn’t Just About Documents—It’s About People Most people think estate planning ends once the paperwork is signed. In reality, one of the most important steps happen...
What wealth advisors and estate fiduciaries need to know about credit reporting errors and identity theft after death.
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