Estate Planning Blog

Many an estate plan has gone awry due to a misunderstanding of how retirement plan benefits work or a failure to consider retirement plan beneficiary designations as part of an overall estate plan.

The public is now likely to get a closer look at Simpson’s finances, and the families are likely to have a better shot at collecting—if there is anything to collect.

High healthcare costs often do not align with the fixed income of older individuals, raising concerns about affordability and accessibility. We explore the need for long-term care, why Medicare and Medicaid are not long-term options, and estate planning to plan for skilled nursing care proactively.

If you’re planning to give your children a financial head start, or support a charitable cause that you’re passionate about, you will need to keep the annual exclusion for gift taxes in mind.

People who die without a will can leave a thicket of probate problems for loved ones.

US Supreme Court justices appeared skeptical of an estate’s bid to challenge its $1 million tax deficiency on the grounds that the IRS overvalued the decedent’s redeemed stock.

Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.

Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

The clock is ticking on the expiration, or sunset, of the 2017 Tax Cuts and Jobs Act, which nearly doubled the lifetime estate and gift tax exemption from its previous levels.