One of the most notable proposals from the Trump administration is the potential repeal of the federal estate tax ... behavior and long-term wealth planning: ...

That’s why it’s so important to talk about estate planning, not just as a financial tool, but as a way to empower the next generation and protect what we’ve worked so hard to build!

Indeed, estate planning is a necessary component of long-term What to know about estate planning | Special Sections | thedailynewsonline.com Skip to main content ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

Estate planning advisors must reconsider the intersection of security with estate and tax planning. For ultra-high-net-worth (UHNW) families, personal security has always been a priority.

As societal and family dynamics undergo significant transformation, the importance of effective estate planning has become more critical than ever to prevent future complications. The traditional ...

What are your preferences for health care? Who will inherit your property? A comprehensive estate plan includes multiple legal documents that lay out your instructions for medical professionals ...

The University of Miami School of Law's Heckerling Institute on Estate Planning, renowned as the nation’s leading educational conference for estate planning professionals, is set to return to Orlando ...

Beyond immediate tax considerations, ESOPs can enhance estate planning through creative structuring. Sellers can transfer the remaining shares to future generations outside the ESOP. And because ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services ...