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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...
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...
Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them.
Most estates pass to heirs without incident. When they don't, the disputes tend to center on a handful of issues: a will's validity, a fiduciary's conduct, or the misuse of a power...
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...
Trust & Will is the first digital estate planning platform to serve as a regulated corporate fiduciary.
The estate planning should preserve operating authority, key knowledge and capital flexibility.
Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust.
Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors
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.
Agents can introduce wills and trusts tools at closing and during annual follow-ups
Special Report: Charitable Giving
Experts unpack what dispute with the country music icon's nephew teaches advisors about trusts, heirs and family businesses
Revocable and irrevocable trusts sound similar, but they allow you to manage your property in very different ways. A revocable trust keeps you in charge of decision-making. An irre...
The Court of Appeals of Virginia reversed dismissal of a breach of trustee duty claim, ruling trustee reports failed to meet Va. Code § 64.2-775 requirements. The post COA reinstat...
EstateMin, a startup providing trust and estate software, announced Wednesday that it raised €1 million (approximately $1.1 million) in pre-seed funding to expand across the U.S.,...
It could provide a meaningful tax benefit
Errol Tenenbaum of Robins Appleby LLP explains what can happen when high net worth clients don’t build a real plan
As National Wills Week 2026 highlights the importance of having a valid will, the legal profession is also reminded of what happens after the document is signed. Administering an e...
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