A friendly, late-middle-aged couple contact you with questions about their estate plan. The hypothetical couple — let’s call them “the Ys” — own a successful chain of home insulation businesses and ...

There is plenty to be concerned about during the coronavirus (COVID-19) public health emergency, but one topic that individuals and families can think of as a practical outlet for their concerns is ...

The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...

Industry jargon can turn understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.

Advisors are used to figuring out the most sophisticated and nuanced of solutions to custom-tailor each plan to fit the needs of each client. However, it’s sometimes the simpler, less technical ...

The second wife, 57, called for an estate planning meeting. Her husband, 72, was worth $150 million. There were three kids from his first marriage, GenXers in their 40s, and two kids, Millennials in ...

The estate planning landscape transformed fundamentally on July 4, 2025, when the One Big Beautiful Bill Act (OBBBA) was enacted into law. For ultra-high-net-worth families holding closely held ...

We hope that you and your loved ones are healthy and safe. 2020, the arrival of the COVID-19 pandemic and this new reality of social distancing and isolation will not soon be forgotten. The stock ...

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 companies ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Ethical questions arise during many estate plans. Sometimes, these are ...