Many shrug their shoulders about estate planning. They feel they don’t have an estate because they aren’t wealthy. They also think probate, whatever that is, sounds too complex. An estate consists of ...

When an individual passes away, their assets must be distributed to their named heirs or beneficiaries. The beneficiaries may be designated as a co-owner or a beneficiary, or the assets will pass to ...

In our busy practice, we tend to see certain recurring errors. In particular, we see planning errors that arise during the estate administration process after someone dies. Below are a few of these ...

Estate administration is the process of settling a deceased person's estate. There are several tasks to complete. Many, or all, of the products featured on this page are from our advertising partners ...

The OBBBA flipped the script on planning by permanently raising the lifetime exemption to $15 million and including income ...

Estate planning varies by individual. Wills are public, slow, and only control assets in your name, while revocable trusts ...

The goal of estate planning is to ensure your assets transition to your loved ones after your death in an efficient manner while maximizing tax savings. There is no one plan for everyone – it depends ...

On March 28, the Biden administration released its second set of desired revenue-raising proposals in General Explanations of the Administration’s Fiscal Year 2023 Revenue Proposals, (the 2023 Green ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...

NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has appointed Brian D. Conboy as director of estate administration ...