Estate Planning

See our estate planning checklist for managing a person’s estate following their passing or incapacitation.

Highlights

2024 Year in Review: The Presidential Election's Impact on HNW Investors

Dec 30, 2024

President-elect Donald Trump's victory in the election means that the tax cuts from his last administration are likely to remain.

Trusts & Estates: January 2025 Digital Edition

Dec 28, 2024

Special Report: Planning Ahead; Features On: Estate Planning & Taxation and Perspectives; Special Section: Tax...

Shannen Doherty Stand up for Cancer 2024

2024 Year in Review: Celebrity Estate Planning Lessons

Dec 27, 2024

The year's estate planning mishaps among the rich and famous carry lessons for all wealth managers.

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