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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...
Features on Estate Planning & Taxation, Fiduciary Professions and Financial Advisors
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...
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...
Bryn Mawr Trust’s Jamie Hopkins details how revocable trusts work, their benefits and when it is appropriate to use them.
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...
Special Report: Charitable Giving
Bryn Mawr Trust’s Jamie Hopkins details the pros and cons of putting an inherited IRA into a charitable remainder unitrust.
Trust & Will is the first digital estate planning platform to serve as a regulated corporate fiduciary.
Highlights from the 2026 Jerry A. Kasner Estate Planning Symposium.
The estate planning should preserve operating authority, key knowledge and capital flexibility.
The advisor’s implementation role.
You may have been selected as a successor trustee after answering a simple question from a parent, sibling, or close friend: “Would you be willing to handle my trust if something h...
A will names heirs, nominates an executor, and directs how debts get paid. It doesn't guarantee that heirs can be located, the executor is equipped to run a family business, or the...
Help match complexity with a client’s goals, concerns and ability to follow.
It could provide a meaningful tax benefit
A growing opportunity to help child-free Americans carry out their legacy wishes.
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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