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Estate Planning

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

The nonprofit’s donors gave over $7.7 billion to charity.

byAnna Sulkin Stern - Moderator, Legal Editor
Feb 19, 2025
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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
Picture of scale
Estate Planning
Tips From the Pros: Preventing Family Trust DisputesTips From the Pros: Preventing Family Trust Disputes
byAl W. King III
Feb 18, 2025
1 Min Read
artificial intelligence
Estate Planning
From Black Boxes to Best Practices: AI Ethics For Estate-Planning AttorneysFrom Black Boxes to Best Practices: AI Ethics For Estate-Planning Attorneys
byCraig R. Hersch
Feb 18, 2025
1 Min Read
Glasses on top of tax papers
Estate Planning
Tax Law Update: March 2025Tax Law Update: March 2025
byDavid A. Handler, Alison E. Lothes
Feb 18, 2025
1 Min Read
Anna Sulkin Stern
Estate Planning
On the Cover: March 2025On the Cover: March 2025
byAnna Sulkin Stern - Moderator
Feb 18, 2025
1 Min Read
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
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

Latest news

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

Feb 19, 2025

tax file
Estate Planning
Private Operating Foundation’s Loans Found to be Self-Dealing
Private Operating Foundation’s Loans Found to be Self-Dealing

Feb 19, 2025

edelman logo on door
RIA
Edelman Accuses Prime Capital of Helping Advisors Take Client Info
Edelman Accuses Prime Capital of Helping Advisors Take Client Info

Feb 19, 2025

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Trusts & Estates: February 2025 Digital Edition

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