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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...
Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
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.
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...
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...
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 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...
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 growing consideration for advisors and clients.
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,...
The Tony Hsieh estate litigation is one of the most consequential probate cases in recent memory—and one of the most instructive.
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...
How to address specific concerns.
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.
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...
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.
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...
When Grief Meets Paperwork, Preparation Matters Losing a loved one is overwhelming. Unfortunately, it is also the moment when families are suddenly expected to find legal documents...
Unmarried partners in Michigan, whether cohabitating, in long-term relationships, or otherwise committed, face unique estate planning challenges. Unlike married couples, they do no...
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...
Feature on Estate Planning & Taxation
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...
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...
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...
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