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

We all remember “The Brady Bunch” — the picture-perfect story of two families seamlessly coming together under one roof, ...

While "most people with assets or a family should execute a will," said Fidelity, "not everyone needs an estate plan." A will is a "relatively simple document that sets forth your wishes regarding ...

Editor’s note: This is part five of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

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

The third of four looks at how specific accounting firm niches are being impacted — for good and ill — by artificial ...

Getting sued is something noboddy plans on. Be proactive and make sure your hard-earned retirement is safe from lawsuits.

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

Editor’s note: This is part two of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially ...

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

Estate planning is an integral part of financial ... which is often a top concern for high-net-worth individuals. Asset protection. Assets placed in an irrevocable trust are often safe from ...