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Most people know that estate planning often deals with the distribution of assets and personal wealth after a person passes away. A last will and testament or trust can enable an i...
Most people think about estate planning in terms of death; they want to make plans for who gets the house, who inherits any savings, and whether the estate will have to go through...
Estate planning is a necessity when you have financial assets.
Help match complexity with a client’s goals, concerns and ability to follow.
The estate planning should preserve operating authority, key knowledge and capital flexibility.
A practical guide to what they need, and when.
Below is a brief glance of what you’ll find in the September/October 2026 issue of The Estate Planner. The QTIP trust: A powerful planning tool for blended families Closely held b...
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
A growing opportunity to help child-free Americans carry out their legacy wishes.
Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan
An estate planning attorney can ensure your will meets state-specific requirements, but making it findable is just as critical for your loved ones.
Is having a will enough to complete your estate plan?В For many federal employees, the answer may be no.В In this episode of the Plan Your Federal Retirement Podcast, Floyd Shila...
An Estate Plan can be perfectly signed, neatly stored, and still be wrong for the life you are living now. That is the quiet risk with an outdated plan, the documents may look offi...
Estate planning clients are often asked to make decisions they do not make every day. They may be thinking about family dynamics, aging parents, young children, blended families, b...
An overview of the legal landscape surrounding embryo ownership, use and disposition.
Few Estate Planning topics create more emotion than the idea of disinheriting a child. Many people assume that children have a legal right to receive something from a parent’s Esta...
Estate-planning crises usually come down to small oversights.
State-level estate taxes can be imposed at much lower thresholds. From domiciles to the timing of moves, here's what financial advisors should keep in mind.
The advisor’s implementation role.
Drafting for flexibility is key
Every estate planning matter has a journey. A prospective client reaches out. Someone gathers information. A consultation is scheduled. The client decides whether to move forward....
It’s not just financial, it’s emotional.
A recent Wisconsin circuit court case, in which an individual sued the attorney who prepared the estate plan for the plaintiff's romantic partner, illustrates the importance of ris...
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