The beginning of 2025 marked an uncertain year for estate tax planning purposes. With the estate tax exemptions set forth by ...

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

A living trust, also called a revocable trust, is a widely used estate planning tool that allows individuals to manage and control their assets during their lifetime and determine how those assets ...

Many advisors recommend clients set up trusts for their children or grandchildren to take advantage of new large estate-tax exemptions. But that advice is often overly simplistic, and sometimes it’s ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

CHICAGO, IL – In a city where real estate ownership is common and probate court procedures are complex, understanding the ...

Estate planning attorneys recommend Revocable Trusts over Simple Wills. Trusts are more efficient ways to provide for your own benefit (1) in case you become incapacitated, (2) to transfer assets upon ...

A complete estate plan has a few documents. Your last will lays out what you want to happen with your property at death. A ...

Establishing a joint revocable trust can be an ideal estate planning tool for the benefit of your children, your grandchildren and beyond. Married couples have the possibility of establishing a joint ...

Sophisticated tax planning involves using trusts and entities to better protect your assets and to minimize estate tax, income tax and taxes on capital gains. This planning often involves the use of ...

If your estate plan was created before the DNA testing era—or hasn't been updated to account for these new realities—now is ...