Eventually, I will become the executrix over the portion of her estate that will require probate. Unfortunately, this aunt has been a bit of a lightning rod in my family because of a dispute ...

My office generally sees a spike in estate planning appointments in a new year and following a natural disaster. This month has brought both. If you have “getting organized” as a New Year’s ...

The dust has settled on the recent presidential election, but its ripple effects are already prompting conversations about potential policy shifts—particularly in the realm of estate planning.

Taylor Swift has an impressive catalog of music and real estate. The billionaire pop star — who grew up in Montgomery County, Penn., — is the owner of several impressive homes across the ...

A family trust is a powerful tool that enables families to achieve their estate and succession planning goals. While having a will is essential for clearly outlining the distribution of assets ...

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.

This exclusion is a valuable tool for wealth transfer and estate planning, as gifts within this limit do not count against your lifetime exemption amount. The federal estate and gift tax exemption ...

Cherif Sleiman, Chief Revenue Officer, Property Finder, said: “2024 was a defining year for UAE’s real estate sector thanks to a record-breaking volume and value of transactions and it looks set to ...

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule change continues that trend. The rule, published at the end of March 2023, changes how the step-up ...

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 ...

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 ...

Study In US: op universities offering AI and ML programmes include Stanford, MIT, and Carnegie Mellon. Study In US: If you are planning to study in the US this year, STEM courses-covering Science ...