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Estate Planning

Trusts & Estates March 2025 cover

Estate Planning

Trusts & Estates: March 2025 Digital Edition Trusts & Estates: March 2025 Digital Edition

Features on Estate Planning & Taxation, Philanthropy and Perspectives

Feb 26, 2025

IRS building layoffs

IRS Layoffs Underway as Tax Season Kicks Off IRS Layoffs Underway as Tax Season Kicks Off

byAnna Sulkin Stern

Feb 26, 2025

1 Min Read

US Capitol dollar

Let It Be …Taxed Let It Be …Taxed

byJeffrey B. Tate, Jon K. Jurvaand 2 more

Feb 26, 2025

1 Min Read

baby boomers retirees riding bikes

Estate Planning

Planning for the Merely Well-To-Do Baby Boomer Planning for the Merely Well-To-Do Boomer

byCharles L. Ratner

Feb 26, 2025

1 Min Read

family holding compass

The Important Role of a Family Mission Statement The Important Role of a Family Mission Statement

byGlenn Kurlander

Feb 24, 2025

1 Min Read

Celebrity Estates Podcast Megan Gorman Chequers Financial Management Donald Trump George Washington U.S. Presidents

Estate Planning

Celebrity Estates: All the President’s Money with Megan Gorman Celebrity Estates: All the President’s Money with Megan Gorman

byDavid H. Lenok

Feb 24, 2025

U.S. Capitol Congress

Corporate Transparency Act Back in Effect

Corporate Transparency Act Back in Effect

bySamuel F. Toth, Peter W. Van Euwen III

attorney lawyer signing documents

Estate Planning

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

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

byAndrew Schiff

heart keyboard

DAFgiving360 Reports Record Grant Making in 2024

DAFgiving360 Reports Record Grant Making in 2024

byAnna Sulkin Stern, Legal Editor

tax file

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

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

byLaura Brown, Vice President, advanced sales

Image of DNA

Estate Planning

The Power and Impact of Shared DNA

The Power and Impact of Shared DNA

byCarolyn D. Greenspon, Fredda Herz Brown

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

President Donald Trump at a desk

Estate Planning

Assessing Trump’s Policy Proposals

Assessing Trump’s Policy Proposals

byPaulina Mejia, Alvina Lo

Two hands passing a baton

Estate Planning

Reimagining Succession Planning for Donor-Advised Funds

Reimagining Succession Planning for Donor-Advised Funds

byKristen A. Curatolo, Partner

23andme kit

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

Picture of scale

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

artificial intelligence

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, 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

elderly man writing a letter ethical will

Estate Planning

The Timeless Gift of Ethical Wills

The Timeless Gift of Ethical Wills

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

byDiana Cabrices, founder and CEO, Diana Cabrices Consulting

U.S. Department of Justice DOJ seal

Enforcement of the Corporate Transparency Act May Resume

Enforcement of the Corporate Transparency Act May Resume

+2

byDavid Rabinowitz, Jeffrey M. Davisand 2 more

writing a check donation

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

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

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

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, 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