Estate Planning

As wealth managers prepare for an immense transition of wealth to Millennial and Gen X inheritors, effective digital strategy has become increasingly important.

Should the Royal family be an exception to the normal laws governing probate?

Turns out the sky is NOT falling, but it’s best to be prepared for it.

Beware of income tax consequences of divorce.

The retention period that the IRS will hold on to estate tax and related gift returns will be reduced from 75 to 40 years.

Just 1,275 wealthy families paid $9.3 billion in estate tax to the U.S. Treasury in 2020.

Here's where the bill stands before the Senate starts making changes.

How to make charitable contributions go further.

David Horton, professor, University of California-Davis, School of Law in Davis, Calif. and Reid Kress Weisbord, vice dean, professor of law and Judge Norma L. Shapiro Scholar at Rutgers Law School in Newark, N.J.