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Estate Planning

Kathy Wunderi Wealth.com
Career Moves
Top Hollywood Attorney Joins Wealth.com’s Legal TeamTop Hollywood Attorney Joins Wealth.com’s Legal Team

Kathy Wunderli has about two decades of experience in private wealth. She called the company’s legal team “second to none” in digital estate planning.

byPatrick Donachie, Senior Reporter
Feb 11, 2025
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1 Min Read
family hads
High Net Worth
Three Strategies for Engaging a Client's Whole FamilyThree Strategies for Engaging a Client's Family
byBrian Brandt
Feb 10, 2025
1 Min Read
Highlights of Heckerling
Estate Planning
Highlights of HeckerlingHighlights of Heckerling
Feb 6, 2025
1h 30m View
San Diego Padres owner Peter Seidler
Estate Planning
Widow of San Diego Padres Owner Alleges Foul PlayWidow of San Diego Padres Owner Alleges Foul Play
byAnna Sulkin Stern - Moderator
Feb 5, 2025
1 Min Read
last will and testament personal property memorandum
Estate Planning
Pros and Cons of Using a Personal Property MemorandumPros and Cons of Using a Personal Property Memorandum
byHarvey A. Hutchinson
Feb 5, 2025
1 Min Read
globe dollars
Estate Planning
IRS Issues Final Regs on Tax of Transfers from Covered Expatriates to U.S. ResidentsIRS Issues Final Regs on Tax of Transfers from Expatriates
byMolly Soiffer
Feb 5, 2025
1 Min Read
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
IRS building doorway inflation adjustments
High Net Worth
IRS Inflation Adjustments for 2025 Explained
IRS Inflation Adjustments for 2025 Explained
Jan 23, 2025
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1 Min Read
byJoshua Decker, Maureen Cook
speech bubbles illustration
Estate Planning
Estate-Planning Associates Share Their Stories
Estate-Planning Associates Share Their Stories
Jan 23, 2025
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1 Min Read
+2
byThomas Tietz, Debbie R. Dembinskyand 2 more
Calculator with ETHICS written on it
Estate Planning
Cornwell Ruling Provides Cautionary Lessons for Professional Advisors
Cornwell Ruling Provides Cautionary Lessons for Professional Advisors
Jan 23, 2025
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1 Min Read
byMartin M. Shenkman, Rachel Wasserman
Picture of person holding magnifying glass
Estate Planning
IRS Qualified Appraiser Rules
IRS Qualified Appraiser Rules
Jan 23, 2025
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1 Min Read
byWilliam Harris
Stock Chart
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
Jan 23, 2025
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1 Min Read
byTimothy J. Meinhart
Supreme Court interior
Estate Planning
Valuation Pronouncements in Connelly
Valuation Pronouncements in Connelly
Jan 23, 2025
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1 Min Read
byWilliam H. Frazier, Managing Director, Valuation Services
finger on scale
Estate Planning
How to Avoid Bias in Valuations
How to Avoid Bias in Valuations
Jan 23, 2025
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1 Min Read
byMichael A. Gregory
Robot and human touching fingers
Estate Planning
Artificial Intelligence—Friend or Foe?
Artificial Intelligence—Friend or Foe?
Jan 23, 2025
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1 Min Read
byAvi Z. Kestenbaum, Craig R. Hersch
People sitting at a meeting table
Estate Planning
Arranging a Meeting of the Minds
Arranging a Meeting of the Minds
Jan 23, 2025
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1 Min Read
byMarvin E. Blum, Austin B. Light
legal team around table open law book
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
Jan 23, 2025
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1 Min Read
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?
Jan 23, 2025
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1 Min Read
byChristopher P. Woehrle, Professor and Chair, Department of Tax and Estate Planning
insurance conversation
Estate Planning
What Advisors Should Ask Before Recommending PPLI to Clients
What Advisors Should Ask Before Recommending PPLI to Clients
Jan 23, 2025
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1 Min Read
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
Jan 22, 2025
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1 Min Read
byMartin M. Shenkman, Joy Matak
Anna Stern photo
Estate Planning
On the Cover: February 2025
On the Cover: February 2025
Jan 22, 2025
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1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
Susan Lipp photo
Estate Planning
Note From the Editor: February 2025
Note From the Editor: February 2025
Jan 22, 2025
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1 Min Read
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
Jan 22, 2025
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1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
catnap72/iStock/Thinkstock
Estate Planning
Burial Rights and Practices
Burial Rights and Practices
Jan 22, 2025
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1 Min Read
byAnna Sulkin Stern - Moderator, Legal Editor
patagonia jacket purpose trusts estate planning succession planning
Estate Planning
Purpose Trusts: An Alternative Ownership Structure for Succession Planning
Purpose Trusts: An Alternative Ownership Structure for Succession Planning
Jan 22, 2025
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1 Min Read
bySusan R. Lipp - Moderator, Editor in Chief
Heckerling Institute on Estate Planning 2025
Estate Planning
Key Takeaways from Heckerling 2025
Key Takeaways from Heckerling 2025
Jan 22, 2025
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1 Min Read
byTrusts & Estates Staff
money globe
High Net Worth
Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?
Can U.S. Foreign Tax Credits Offset the Net Investment Income Tax?
Jan 15, 2025
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1 Min Read
byJoan K. Crain, Global Family Wealth Strategist
writing a check
Philanthropy
Philanthropy vs. Charity
Philanthropy vs. Charity
Jan 15, 2025
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1 Min Read
byRandy A. Fox, Founder
calendar money clock
Estate Planning
Unlocking the Potential of Carried Interest in Estate Planning
Unlocking the Potential of Carried Interest in Estate Planning
Jan 15, 2025
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1 Min Read
byAnthony Venette, Senior Manager, Business Valuation & Advisory
bodyguard
Estate Planning
Security and Estate Planning: New Considerations for UHNW Families
Security and Estate Planning: New Considerations for UHNW Families
Jan 9, 2025
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1 Min Read
byMatthew F. Erskine, Managing Partner

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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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Trusts & Estates: February 2025 Digital Edition

Feature on Ultra-High-Net-Worth Families & Family Offices