Higher exemptions and new state tax rules mean many legacy trusts now create problems instead of solving them for clients ...

Research shows that many people procrastinate when it comes to establishing a last will and testament. Even if you don't have millions, you still need a thorough estate plan, said Beth Pinsker, a ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a ...

Estate planning used to be something you didn’t think about until you were gray-haired, married and living behind a white picket fence. But for Millennials and Gen Z, that world doesn’t exist anymore.

14 advisors, attorneys, and operations leaders are reshaping how the financial planning industry approaches estate planning.