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Individuals who create or own valuable intellectual property face unique challenges in estate planning that traditional strategies may not adequately address....By: Lathrop GPM
Some individuals want to leave part or all of their estates to organizations or causes that are meaningful to them. Here are tips for estate planning attorneys to help clients thin...
Speakers at RIA Edge Nashville from Integrated Partners, Merit, Mercer and Stratos Wealth dug into the challenges and benefits of long-term business planning.
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...
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...
Fortify trusts for flexibility.
Practical considerations during planning and administration
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...
A growing consideration for advisors and clients.
Mackenzie’s Head of Tax and Estate Planning explains how connecting generations can help secure ideal clients
Help clients stage the exit right.
(Sponsored content.) Estate planning in the UK is becoming more complex, strategic and relevant earlier in life, according to a new 2026 Private Client Industry Report published by...
Safeguard the integrity of your client's estate plan.
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
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...
Library image. Forward planning, communication and good record-keeping are vital for equestrians planning their legacy. Specialists from law firm Birketts and tax experts from acc...
Help UHNW families navigate a growing estate-planning vulnerability.
Long-term care planning forces families into financial conversations that few feel prepared for. A responsible asset reduction strategy lowers countable resources through legal, et...
Even if they must refer wealth families to a tax professional for a generation-skipping or dynasty trust, financial advisors can play a valuable role.
For some, the question of leaving a monetary inheritance will crop up at some point. What do you do with your money once you die? When it comes to inheritance, Jonny and I are...
The Middle East is home to an estimated 528 family offices, which collectively manage an estimated US$500 billion in assets under management (which are expected to surpass US$1 tri...
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...
Farm Succession Planning Is Also Business Planning: What Illinois Farm Families Should Consider is an important reminder that passing down a farm is not only an estate planning iss...
Learn how to protect yourself, your loved ones, and your assets with an updated estate plan.
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