The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...

True, estate planning does focus on you, and it does provide you greater security and peace of mind. The difference is that while most elements of financial planning primarily benefit you, estate ...

The estate planning landscape transformed fundamentally on July 4, 2025, when the One Big Beautiful Bill Act (OBBBA) was enacted into law. For ultra-high-net-worth families holding closely held ...

Over the next few decades, around $124 trillion will change hands in the United States through inheritance. Many of those transfers run into problems. Our colleagues from NPR's The Indicator, Sally ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

Roy M. Adams is a prominent estate planning attorney who teaches other practitioners. Yet anyone can use his “Contemporary Estate Planning: A Definitive Guide to Planning and Practice.” Adams starts ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...