Effective estate planning means fully utilising the available mechanisms to structure your affairs and transfer wealth seamlessly to your loved ones. Like a cog in a well-oiled machine, each element ...

The Big Beautiful Bill (BBB), or The One, Big, Beautiful Bill (OBBBA) is now law. What is the impact on estate planning? According to several smart advisers there is little to do as the exemption is ...

An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...

If you live in a community property state with your spouse, or if you had lived in a community property state with your spouse for any prior period of time, the assets accumulated while there have ...

State laws such as the RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) offer the executor of an estate or attorney access to a person’s online accounts after incapacitation or death.

As AI increasingly becomes part of our everyday lives, individuals and families are exploring the use of AI programs to prepare estate plans. The answer to whether AI can be used for this purpose is, ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

Unfortunately, estate planning is a task that is all too easy to postpone. No one likes to think about death or what will happen before or after death. However, as much as you dislike the thought of ...

Estate planning services, once considered an optional value-add, are swiftly becoming table stakes for wealth managers. According to a recent survey of 1,000 clients by (admittedly self-interested) ...