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Estate Planning

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Estate Planning

The Timeless Gift of Ethical Wills The Timeless Gift of Ethical Wills

It can provide valuable emotional and moral guidance, adding depth to the more transactional nature of an estate plan.

byMegan A. Moghtaderi

Feb 14, 2025

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1 Min Read

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Estate Planning

Say ‘I Love You’ With an Estate Plan Say ‘I Love You’ With an Estate Plan

byDiana Cabrices

Feb 13, 2025

1 Min Read

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Enforcement of the Corporate Transparency Act May Resume Enforcement of the Corporate Transparency Act May Resume

byDavid Rabinowitz, Jeffrey M. Davisand 2 more

Feb 12, 2025

1 Min Read

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

Feb 12, 2025

1 Min Read

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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

Feb 12, 2025

1 Min Read

Kathy Wunderi Wealth.com

Top Hollywood Attorney Joins Wealth.com’s Legal Team Top Hollywood Attorney Joins Wealth.com’s Legal Team

byPatrick Donachie

Feb 11, 2025

1 Min Read

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Three Strategies for Engaging a Client's Whole Family

Three Strategies for Engaging a Client's Family

byBrian Brandt, Managing Director, FFT Wealth Management

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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

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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

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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

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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

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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

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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

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Estate Planning

IRS Qualified Appraiser Rules

IRS Qualified Appraiser Rules

byWilliam Harris

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Estate Planning

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

Estimating the Fair Market Value of Large Blocks of Publicly Traded Stock

byTimothy J. Meinhart

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Estate Planning

Valuation Pronouncements in Connelly

Valuation Pronouncements in Connelly

byWilliam H. Frazier, Managing Director, Valuation Services

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Estate Planning

How to Avoid Bias in Valuations

How to Avoid Bias in Valuations

byMichael A. Gregory

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Estate Planning

Artificial Intelligence—Friend or Foe?

Artificial Intelligence—Friend or Foe?

byAvi Z. Kestenbaum, Craig R. Hersch

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Estate Planning

Arranging a Meeting of the Minds

Arranging a Meeting of the Minds

byMarvin E. Blum, Austin B. Light

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Estate Planning

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

Addressing the Human and Technical Aspects to Meet the Planning Needs of UHNW Families

byJames Coutré, Vice President

Two Hands Reaching

Estate Planning

Responding to Inflation With a Charitable Gift Annuity?

Responding to Inflation With a Charitable Gift Annuity?

byChristopher P. Woehrle, Professor and Chair, Department of Tax and Estate Planning

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Estate Planning

What Advisors Should Ask Before Recommending PPLI to Clients

What Advisors Should Ask Before Recommending PPLI to Clients

byCharles L. Ratner

Puzzle Pieces

Estate Planning

Practical Practice Solutions: What to Tell Clients in 2025

Practical Practice Solutions: What to Tell Clients in 2025

byMartin M. Shenkman, Joy Matak

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Estate Planning

On the Cover: February 2025

On the Cover: February 2025

byAnna Sulkin Stern - Moderator, Legal Editor

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Estate Planning

Note From the Editor: February 2025

Note From the Editor: February 2025

bySusan R. Lipp - Moderator, Editor in Chief

Heckerling Institute on Estate Planning 2025

Estate Planning

Steps to Consider When Helping Clients Transition the Family Business

Steps to Consider When Helping Clients Transition the Family Business

byAnna Sulkin Stern - Moderator, Legal Editor

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Estate Planning

Burial Rights and Practices

Burial Rights and Practices

byAnna Sulkin Stern - Moderator, Legal Editor

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Estate Planning

Purpose Trusts: An Alternative Ownership Structure for Succession Planning

Purpose Trusts: An Alternative Ownership Structure for Succession Planning

bySusan R. Lipp - Moderator, Editor in Chief