How Emerging Technology Could Support the Future of Estate Planning Estate planning has long relied on carefully drafted documents to preserve a client’s wishes. But as technology changes how wealth is create...
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What Estate Planning Attorneys Should Know About Domestic Asset Protection Trusts Domestic Asset Protection Trusts, often referred to as DAPTs, are an important planning tool for clients who want to protect wea...
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Section 68 May Create Unexpected Tax and Administration Issues for Trusts and Estates A provision of the Internal Revenue Code that once received relatively little attention in trust and estate administration i...
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Proposed Transfer Tax Changes Could Reshape Estate Planning ConversationsFor more than a decade, estate planners have operated in an environment of historically high transfer tax exemptions. But a newly introdu...
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Strengthening Estate and Asset Protection Planning Through LLC Design Limited liability companies are often viewed as straightforward holding vehicles, but their governing documents can play a critical role in ...
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Planning in a Changing Environment: Key Considerations for Advisors Estate planning in today’s environment is no longer driven by a single objective. High exemption amounts, shifting income tax priorities, as...
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Navigating Complexity in Modern Estate Planning Estate planning continues to grow more complex as tax rules evolve, client situations become more nuanced, and technology reshapes how advisors work. In this wide...
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Year-End Planning in a Changing Environment Estate planning in 2025 demands more than routine document updates. With volatile markets, transformative tax legislation, and evolving planning techniques, advisors ...
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Estate Planning with Intention Estate planning is about more than documents and technical strategies. Effective planning requires understanding how families communicate, make decisions, and define long-term pri...
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