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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.
A couple living in Kendall County with a paid-off home, retirement accounts, a life insurance policy, and some farmland outside town may not think of themselves as wealthy. However...
The estate planning should preserve operating authority, key knowledge and capital flexibility.
Help match complexity with a client’s goals, concerns and ability to follow.
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...
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
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
Estate-planning crises usually come down to small oversights.
An overview of the legal landscape surrounding embryo ownership, use and disposition.
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.
Black Americans trail behind other racial groups when it comes to estate planning, a significant tool that can help build generational wealth.
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...
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...
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...
Softer demand may create a potential window for more tax-efficient wealth transfers.
The advisor’s implementation role.
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...
Discover four essential estate planning steps for military families and explore NMFA's checklist to help you get started protecting your loved ones. The post National Estate Planni...
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