Estate Planning Blog

New rules promote Roth treatment of workers’ investments and ease some RMD burdens, among other things.

Around 53 million Americans receive Social Security retirement benefits, and for many of them, Social Security is the only or a large part of their retirement income.

In 2026, the estate and gift lifetime exemptions get cut 50% or more to less than $7 million for singles (they fall from as much as $28 million to less than $14 million for couples).

Only 32% of Americans have a will. However, even if you believe you lack assets, going without a will is a big mistake.

Bennett's daughters are suing their brother over the family trust, which could have been avoided had Bennett done some things differently.

Learn how country legend Toby Keith protected his family's future through careful estate planning and why starting early is crucial for everyone.

Understanding the differences between Alzheimer’s and other types of dementia is crucial for early diagnosis and effective planning.

Implementing these legal strategies can ensure that your digital assets remain secure and preserve those gains for future generations.

The IRS has clarified that benefits used under the current exemption won’t be subject to future reduction or ‘claw-back,’ meaning that proactive estate planning can lock in a permanent tax advantage, making now an opportune time to act.

Retirement savers can reap benefits in the conversion if they are able to pay a tax now.