With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These essential estate planning ...

In today's climate of uncertainty—locally, nationally, and globally—the role of estate planners as risk managers is more ...

A crucial aspect of these legislative changes is the impact on trusts named as beneficiaries of retirement accounts. This ...

Putting your home in a trust can protect your assets while you’re alive and make the ownership transfer easier after your ...

If there’s one thing retirees should be wary of, it’s fraud. Scammers often target older adults and estate planning documents, full of sensitive financial and personal information,can be a goldmine ...

Darrell Delancey, Samantha Mariano, Stella King, Michael P. Enea, Yaslyn Villanueva, Katie Lavin, Robert Arbuco, Lauren ...

making permanent life insurance a key component of asset protection planning. Estate planning. Permanent life insurance is vital for estate planning due to its liquidity. It provides immediate ...

The personal is political” was a rallying cry of the feminist movement in the 1960’s and 1970’s. Most simply, it meant that the personal and public (political) spheres were interdependent.

In today’s fast-paced world, the organization of important documents often takes a backseat to daily responsibilities. Many individuals find themselves overwhelmed by the sheer volume of paperwork, ...