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.
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 ...
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Tackling estate planning in 7 basic steps
Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is ...
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) ...
A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those ...
A 529 plan can be a valuable tool in estate planning, particularly for families who want to minimize taxes while saving for ...
Clients increasingly view estate planning as a core element of holistic wealth management, not just a one-time task, ...