Erskine wrote in Forbes that many families delay estate planning due to fear, discomfort with legal terminology, or the false belief that it's only for the wealthy. But delays have real costs: Legal ...

The new omnibus budget bill sets the federal estate-tax exemption at $15 million for the next year and provides for the ...

This is a generationally significant moment—strategic action now can preserve and protect multigenerational wealth when it ...

"Lawyer Lisa" delves into how people should handle estate planning when a loved one is suffering from illness or experiencing ...

According to the company CEO, the effort is part of Trust & Will’s ongoing efforts to make advisors part of its service. “Most of our business has been focused on the direct-to-consumer side,” said ...

Getting financial independence and retiring early (FIRE, it’s called) appeals to many souls. Few individuals actually manage ...

Choosing the right person to manage the assets you leave behind can be just as important as selecting who will inherit your ...