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Estate Planning

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Estate Planning

Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning Trusts, Taxes and Transfers: How Legal Expertise Shapes Smarter Wealth Planning

A legally trained financial advisor helps clients stay on track and avoid missed opportunities for estate planning.

byAndrew Schiff

Feb 21, 2025

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1 Min Read

DAFgiving360 Reports Record Grant Making in 2024 DAFgiving360 Reports Record Grant Making in 2024

byAnna Sulkin Stern - Moderator

Feb 19, 2025

1 Min Read

Estate Planning

Private Operating Foundation’s Loans Found to be Self-Dealing Private 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

1 Min Read

Estate Planning

The Power and Impact of Shared DNA The Power and Impact of Shared DNA

byCarolyn D. Greenspon, Fredda Herz Brown

Feb 19, 2025

1 Min Read

Estate Planning

Beneficiary Well-Being Trusts Are Important for Business-Owning Families Beneficiary Well-Being Trusts Are Important for Business-Owning Families

byJeffrey C. Wolken, Allison K. Pierce

Feb 19, 2025

1 Min Read

President Donald Trump at a desk

Estate Planning

Assessing Trump’s Policy Proposals

Assessing Trump’s Policy Proposals

byPaulina Mejia, Alvina Lo

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Estate Planning

Reimagining Succession Planning for Donor-Advised Funds

Reimagining Succession Planning for Donor-Advised Funds

byKristen A. Curatolo, Partner

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Estate Planning

Modern Estate Planning In the Age of Genetic Testing

Modern Estate Planning In the Age of Genetic Testing

byMargaret St. John Meehan, Brianna J. Sullivan

Estate Planning

Navigating the Form 706

Navigating the Form 706

byMichelle L. Ward

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Estate Planning

Tips From the Pros: Preventing Family Trust Disputes

Tips From the Pros: Preventing Family Trust Disputes

byAl W. King III, Co-Founder, Co-Chairman and Co-Chief Executive Officer

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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

byCraig R. Hersch

Glasses on top of tax papers

Estate Planning

Tax Law Update: March 2025

Tax Law Update: March 2025

byDavid A. Handler, Alison E. Lothes

Anna Sulkin Stern

Estate Planning

On the Cover: March 2025

On the Cover: March 2025

byAnna Sulkin Stern - Moderator, Legal Editor

Susan Lipp

Estate Planning

Note From the Editor: March 2025

Note From the Editor: March 2025

bySusan R. Lipp - Moderator, Editor in Chief

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Estate Planning

The Timeless Gift of Ethical Wills

The Timeless Gift of Ethical Wills

byMegan A. Moghtaderi

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Estate Planning

Say ‘I Love You’ With an Estate Plan

Say ‘I Love You’ With an Estate Plan

byDiana Cabrices, founder and CEO, Diana Cabrices Consulting

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Enforcement of the Corporate Transparency Act May Resume

Enforcement of the Corporate Transparency Act May Resume

+2

byDavid Rabinowitz, Jeffrey M. Davisand 2 more

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Planned Giving: Don’t Know What You Don’t Know?

Planned Giving: Don’t Know What You Don’t Know?

byRandy A. Fox, Founder

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Estate Planning

Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs

Pennsylvania Court Rules Beneficiaries Can’t Unilaterally Change Trust’s Situs

byDavid A. Handler, Alison E. Lothes

Kathy Wunderi Wealth.com

Top Hollywood Attorney Joins Wealth.com’s Legal Team

Top Hollywood Attorney Joins Wealth.com’s Legal Team

byPatrick Donachie, Senior Reporter

family hads

Three Strategies for Engaging a Client's Whole Family

Three Strategies for Engaging a Client's Family

byBrian Brandt, Managing Director, FFT Wealth Management

Highlights of Heckerling

Estate Planning

Highlights of Heckerling

Highlights of Heckerling

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

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

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

byMolly Soiffer

life insurance document

Life Insurance: A Path Forward in the Advanced Markets in 2025

Life Insurance: A Path Forward in the Advanced Markets in 2025

byCharles L. Ratner

client conversation

Estate Planning

The Value of Client Communication

The Value of Client Communication

byMarvin E. Blum, Austin B. Light

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Estate Planning

How AI is Assisting Advisors in Providing Estate Planning Insights

How AI is Assisting Advisors in Providing Estate Planning Insights

byAndrew Altfest, Founder of Altfest Personal Wealth Management and FP Alpha.

US Supreme Court

The Corporate Transparency Act Whipsaw Continues

The Corporate Transparency Act Whipsaw Continues

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

Trump’s Back: Now What?

Trump’s Back: Now What?

byMarvin E. Blum, C.P.A

IRS building doorway inflation adjustments

IRS Inflation Adjustments for 2025 Explained

IRS Inflation Adjustments for 2025 Explained

byJoshua Decker, Maureen Cook

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Estate Planning

Estate-Planning Associates Share Their Stories

Estate-Planning Associates Share Their Stories

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byThomas Tietz, Debbie R. Dembinskyand 2 more

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Estate Planning

Cornwell Ruling Provides Cautionary Lessons for Professional Advisors

Cornwell Ruling Provides Cautionary Lessons for Professional Advisors

byMartin M. Shenkman, Rachel Wasserman