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Helping families understand the tradeoffs.
Original and Premier Educational Program for Ultra-High-Net-Worth Estate Planning Continues a Legacy Dating Back to 1981.
The Financial Independence, Retire Early (FIRE) movement emphasizes living intentionally, maximizing savings, and creating the freedom to retire well before traditional retirement...
The Hidden Gender Gap in Estate Planning and How Women Can Close It Estate planning isn’t just about documents—it’s about protecting yourself, your family, and your future. But res...
Research shows that 55% of Americans have no estate plans. These are documents you can't skip, no matter how much or little you have.
If you're interested in working in estate planning, you need to see this list. The post The Best Law Schools For Estate Planning Law (2026) appeared first on Above the Law.
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
When to use 529 plans, UTMA accounts and trusts.
Estate planning often gets reduced to paperwork, signatures, and legal terms. But your estate plan can be so much more than a collection of documents. It can reflect your values, y...
A growing consideration for advisors and clients.
SEIA's Brad Repinsky explains why estate plans should evolve alongside marriages, children, shifting family relationships and changing financial circumstances.
Long-term real estate owners can protect family wealth and simplify future property transfers through careful estate planning. Clear documentation, updated ownership arrangements,...
Since we have not addressed estate planning in this column for years, we wanted to dedicate another installment on it.This is especially true since I, David Mandell, recently spoke...
You’re a business owner and are likely juggling dozens of responsibilities daily. Managing operations, keeping employees happy, and staying ahead of your competitors, all in a day’...
Every Fourth of July, we celebrate a simple but powerful idea: that people have the right to determine their own destiny. We celebrate the courage of individuals who rejected someo...
Episode 042: Estate planning is one of those topics that many people know they should address, yet far too many families put it off until it's too late.In Part One of my three-part...
Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
The $58 billion wealth manager aims to make estate planning accessible for client of all asset levels, not just the ultra-wealthy, using multiple tech platforms.
Estate planning for couples moving between community property and common law U.S. jurisdictions
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...
Noelle McEntee wants to make estate planning easier and more inclusive – and she has some notes on what most people get wrongNoelle McEntee wants you to know that wills and trusts...
How to address specific concerns.
Many families spend years creating wills, trusts, and beneficiary designations, believing their estate plans are complete. Yet when heirs eventually inherit property, investment ac...
That sense of control is part of the value you provide. The First Meeting The initial meeting is often where firms either confirm or undermine their positioning. For clients, the f...
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