In an announcement about a new round of charitable giving, billionaire Warren Buffett passed along some wisdom about estate ...
The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...
Anyone can learn from billionaire investor Warren Buffett’s proactive and flexible approach to estate planning, experts say.
Several estate planners agreed with the famed investor and Berkshire Hathaway CEO that heirs should understand inheritance ...
At age 94, Warren Buffett is reflecting on life, wealth and mortality. The legendary investor’s company, Berkshire Hathaway, ...
If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...
Q: If you have a trust, why do you still need a will? Isn’t a trust supposed to replace the will? If the will and the trust ...
Executors must choose between a calendar year or fiscal year for an estate’s taxable year, a decision with lasting financial ...
I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...
The end of the year presents the annual task of maximizing financial benefits and minimizing tax liabilities for businesses ...
C. First Interstate Wealth advisor Christine Stack outlines a few key items to help families get started on important estate ...