Estate planners need to rethink how they draft choice of situs provisions as reforms finally modernize 55-year-old trust law ...

The strategies that protect and preserve family wealth in 2026 and beyond must be more sophisticated, more adaptable, and ...

For many people, estate planning sits firmly in the category of "important, but someday." It's easy to put off writing a will or setting up a trust when life is busy and the process feels intimidating ...

The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Financial Planners and Estate Planners serve distinct roles in helping individuals manage their wealth. Financial Planners focus on achieving financial goals within an individual's lifetime. They help ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

Paid non-client promotion: Affiliate links for the products on this page are from partners that compensate us (see our advertiser disclosure with our list of partners for more details). However, our ...

Christine Matus, Esq. of The Matus Law Group ( shares comprehensive guidance to help residents navigate Medicaid Compliant ...

Recently we have been inundated by coverage on the estates of various celebrities. We have watched as their families, forced into the public eye, struggle to sort out burial arrangements and custody ...