The IRS issued Revenue Ruling 2023-2, which had a substantial impact on estate planning, particularly where an irrevocable ...

Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to ...

Naim, Joshua Driskell, Jordi Pujol, and Mike Watson offer key insights on 2025 wealth management and estate planning ...

I have a daughter who has had severe drug problems since she was 18; she’s now 29. I got divorced when she was a baby. I was ...

If your trust is set up so that when one of you dies, the trust continues for the benefit of the surviving spouse, all assets continue to be fully available for the spouse and the spouse retains the ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift.

Leaving a legacy is about more than just passing down money—it’s about ensuring your loved ones are cared for and your values live on. But taxes can take a big bite out of what you leave behind if you ...