The OBBBA provides unprecedented permanence in estate and gift exemptions, presenting a well-defined planning window for high-net-worth families and fiduciaries. Strategic action now can preserve and protect multigenerational wealth when it matters most. 03 Jul

U.S. Tax Reforms: What High-Net-Worth Families Need to Know

Setting up a trust can cost anywhere from a few hundred dollars to several thousand, depending on factors like its complexity, legal assistance and administrative requirements. 03 Jul

How Much Does it Cost to Set Up a Trust?

Someone should start thinking about estate planning as soon as they start accumulating any form of wealth or they have financial responsibilities or obligations to another person. But it’s not a one-and-done discussion. 02 Jul

Ten Life Events that Should Make You Revisit Your Estate Plans

By following these steps, you can maximize your chances of a successful and profitable estate sale.  01 Jul

Resources: How to Plan a Successful Estate Sale

Leaving a cherished family home to your children might seem like a loving and generous gesture, but —without proper planning— it can quickly become a source of conflict and stress. 01 Jul

Leaving Property to Multiple Heirs: a Recipe for Family Conflict

Your art collection is more than financial value; it represents your taste, passion, and often your family's heritage. Without specialized planning, these assets can become liabilities. 01 Jul

Why Specialized Estate Planning is Essential for Your Art and Collectibles

How my mother lost a multi-million dollar inheritance and got stuck with a $50k funeral bill: 21 ex-millionaires share how they either lost or squandered their fortunes— anonymous BuzzFeed submissions... 29 Jun

How My Mother Lost a Multi-Million Dollar Inheritance

Comprehensive resource provided by the American College of Trust and Estate Counsel (ACTEC) that offers guidance and information on various aspects of estate planning. Explore the library for expert trust & estate guidance... 28 Jun

Comprehensive Estate Planning Video Library: United States

When you start thinking about end-of-life planning, you may hear a lot of terms that sound similar. One question many people ask is whether a living will is the same as a DNR order. 24 Jun

FAQ: Is a Living Will the Same As a DNR Order?

Creating an estate plan can protect your family’s finances. Learn why it is important for young families to get an early start on estate planning. 20 Jun

Don’t Wait: Estate Planning for Young Families

If you're having issues with a trustee, you may be asking, "What can I do if a trustee refuses to distribute my inheritance?" Read on to learn what your rights are under California law, what might be causing the delay, and what you can do about it. 19 Jun

Trustee Refusing to Distribute Your Inheritance: California Law

The Anna Nicole Smith estate saga is more than just a celebrity courtroom drama; it's a cautionary tale with lessons for everyone, according to attorney John Levy.  18 Jun

Case Study: Anna Nicole Smith Estate Saga Offers Lessons for All