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Planning Ahead Makes Education Goals More Achievable The cost of education continues to rise, and many families worry about how they will pay for school without creating financial...
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...
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...
Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
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.
Estate planning is the process of organizing your financial and personal affairs so that your wishes are carried out if something should happen to you.
A growing consideration for advisors and clients.
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...
A Wells Fargo executive is using her own cancer diagnosis as a wake-up call and teaching case for financial advisors and their clients' estate plans.
Estate planning is one of those responsibilities that most people intend to address “someday.” But someday has a way of never arriving—until a medical emergency, a sudden death, or...
Bryn Mawr Trust's Jamie Hopkins breaks down the complex giving strategy known as SLATs.
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...
Safeguard the integrity of your client's estate plan.
The Tony Hsieh estate litigation is one of the most consequential probate cases in recent memory—and one of the most instructive.
Creating a will used to mean sitting in an attorney’s office, signing paperwork, and storing documents in a safe place. But in the modern age,...
Feature on Estate Planning & Taxation
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...
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.
Raising Stewards, Not Just Beneficiaries: Preparing Your Family for Inheritance Inheritance Is About More Than Money When families think about estate planning, the focus is often o...
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...
How to address specific concerns.
As Wisconsin’s population ages, lawyers are increasingly called upon to advise clients and their families about efficient and effective methods of post-death administration. Accord...
With a federal estate tax rate of 40%, estate planning conversations often start and stop with the relatively high federal exemption (currently $15 million for individuals and $30...
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