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Estate Planning

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High Net Worth
The Important Role of a Family Mission StatementThe Important Role of a Family Mission Statement

Help clients achieve success by figuring out the “why.”

byGlenn Kurlander, Managing Director, Head of Family Governance and Wealth Education
Feb 24, 2025
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1 Min Read
Celebrity Estates Podcast Megan Gorman Chequers Financial Management Donald Trump George Washington U.S. Presidents
Estate Planning
Celebrity Estates: All the President’s Money with Megan GormanCelebrity Estates: All the President’s Money with Megan Gorman
byDavid H. Lenok
Feb 24, 2025
U.S. Capitol Congress
High Net Worth
Corporate Transparency Act Back in EffectCorporate Transparency Act Back in Effect
bySamuel F. Toth, Peter W. Van Euwen III
Feb 24, 2025
1 Min Read
attorney lawyer signing documents
Estate Planning
Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth PlanningTrusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning
byAndrew Schiff
Feb 21, 2025
1 Min Read
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Philanthropy
DAFgiving360 Reports Record Grant Making in 2024DAFgiving360 Reports Record Grant Making in 2024
byAnna Sulkin Stern - Moderator
Feb 19, 2025
1 Min Read
tax file
Estate Planning
Private Operating Foundation’s Loans Found to be Self-DealingPrivate Operating Foundation’s Loans Found to be Self-Dealing
byDavid A. Handler, Alison E. Lothes
Feb 19, 2025
1 Min Read
Scale with a coin on one side and a weight that says "tax" on other
Estate Planning
Tax, Debt and the Cost of Waiting
Tax, Debt and the Cost of Waiting
Feb 19, 2025
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1 Min Read
byLaura Brown, Vice President, advanced sales
Image of DNA
Estate Planning
The Power and Impact of Shared DNA
The Power and Impact of Shared DNA
Feb 19, 2025
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1 Min Read
byCarolyn D. Greenspon, Fredda Herz Brown
Delaware Flag
Estate Planning
Beneficiary Well-Being Trusts Are Important for Business-Owning Families
Beneficiary Well-Being Trusts Are Important for Business-Owning Families
Feb 19, 2025
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1 Min Read
byJeffrey C. Wolken, Allison K. Pierce
President Donald Trump at a desk
Estate Planning
Assessing Trump’s Policy Proposals
Assessing Trump’s Policy Proposals
Feb 18, 2025
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1 Min Read
byPaulina Mejia, Alvina Lo
Two hands passing a baton
Estate Planning
Reimagining Succession Planning for Donor-Advised Funds
Reimagining Succession Planning for Donor-Advised Funds
Feb 18, 2025
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1 Min Read
byKristen A. Curatolo, Partner
23andme kit
Estate Planning
Modern Estate Planning In the Age of Genetic Testing
Modern Estate Planning In the Age of Genetic Testing
Feb 18, 2025
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1 Min Read
byMargaret St. John Meehan, Brianna J. Sullivan
Internal Revenue Service logo on wall
Estate Planning
Navigating the Form 706
Navigating the Form 706
Feb 18, 2025
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1 Min Read
byMichelle L. Ward
Picture of scale
Estate Planning
Tips From the Pros: Preventing Family Trust Disputes
Tips From the Pros: Preventing Family Trust Disputes
Feb 18, 2025
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1 Min Read
byAl W. King III, Co-Founder, Co-Chairman and Co-Chief Executive Officer
artificial intelligence
Estate Planning
From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys
From Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys
Feb 18, 2025
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1 Min Read
byCraig R. Hersch
Glasses on top of tax papers
Estate Planning
Tax Law Update: March 2025
Tax Law Update: March 2025
Feb 18, 2025
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1 Min Read
byDavid A. Handler, Alison E. Lothes
Anna Sulkin Stern
Estate Planning
On the Cover: March 2025
On the Cover: March 2025
Feb 18, 2025
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1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
Susan Lipp
Estate Planning
Note From the Editor: March 2025
Note From the Editor: March 2025
Feb 18, 2025
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1 Min Read
bySusan R. Lipp - Moderator, Editor in Chief
elderly man writing a letter ethical will
Estate Planning
The Timeless Gift of Ethical Wills
The Timeless Gift of Ethical Wills
Feb 14, 2025
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1 Min Read
byMegan A. Moghtaderi
candy heart luv u
Estate Planning
Say ‘I Love You’ With an Estate Plan
Say ‘I Love You’ With an Estate Plan
Feb 13, 2025
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1 Min Read
byDiana Cabrices, founder and CEO, Diana Cabrices Consulting
U.S. Department of Justice DOJ seal
High Net Worth
Enforcement of the Corporate Transparency Act May Resume
Enforcement of the Corporate Transparency Act May Resume
Feb 12, 2025
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1 Min Read
+2
byDavid Rabinowitz, Jeffrey M. Davisand 2 more
writing a check donation
Philanthropy
Planned Giving: Don’t Know What You Don’t Know?
Planned Giving: Don’t Know What You Don’t Know?
Feb 12, 2025
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1 Min Read
byRandy A. Fox, Founder
estate plan file
Estate Planning
Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs
Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs
Feb 12, 2025
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1 Min Read
byDavid A. Handler, Alison E. Lothes
Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal Team
Top Hollywood Attorney Joins Wealth.com’s Legal Team
Feb 11, 2025
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1 Min Read
byPatrick Donachie, Senior Reporter
family hads
High Net Worth
Three Strategies for Engaging a Client's Whole Family
Three Strategies for Engaging a Client's Family
Feb 10, 2025
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1 Min Read
byBrian Brandt, Managing Director, FFT Wealth Management
Highlights of Heckerling
Estate Planning
Highlights of Heckerling
Highlights of Heckerling
Feb 6, 2025
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1h 30m View
San Diego Padres owner Peter Seidler
Estate Planning
Widow of San Diego Padres Owner Alleges Foul Play
Widow of San Diego Padres Owner Alleges Foul Play
Feb 5, 2025
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1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
last will and testament personal property memorandum
Estate Planning
Pros and Cons of Using a Personal Property Memorandum
Pros and Cons of Using a Personal Property Memorandum
Feb 5, 2025
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1 Min Read
byHarvey A. Hutchinson, Lead Financial Planner
globe dollars
Estate Planning
IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. Residents
IRS Issues Final Regs on Tax of Transfers from Expatriates
Feb 5, 2025
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1 Min Read
byMolly Soiffer
life insurance document
Insurance
Life Insurance: A Path Forward in the Advanced Markets in 2025
Life Insurance: A Path Forward in the Advanced Markets in 2025
Feb 5, 2025
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1 Min Read
byCharles L. Ratner
client conversation
Estate Planning
The Value of Client Communication
The Value of Client Communication
Jan 29, 2025
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1 Min Read
byMarvin E. Blum, Austin B. Light
robot keyboard AI
Estate Planning
How AI is Assisting Advisors in Providing Estate Planning Insights
How AI is Assisting Advisors in Providing Estate Planning Insights
Jan 28, 2025
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1 Min Read
byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.
US Supreme Court
High Net Worth
The Corporate Transparency Act Whipsaw Continues
The Corporate Transparency Act Whipsaw Continues
Jan 28, 2025
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1 Min Read
byEvgeny Magidenko, Partner, ArentFox Schiff
Trusts Estates February 2025
Estate Planning
Trusts & Estates: February 2025 Digital Edition
Feature on Ultra-High-Net-Worth Families & Family Offices
Trusts & Estates: February 2025 Digital Edition
Feature on Ultra-High-Net-Worth Families & Family Offices
Donald Trump
High Net Worth
Trump’s Back: Now What?
Trump’s Back: Now What?
Jan 24, 2025
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1 Min Read
byMarvin E. Blum, C.P.A

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