Estate Planning

Editor in Chief Susan R. Lipp discusses this month's issue.

Courts must apply a new formula-based system.

This demographic views charitable giving as a top priority.

A new opinion addresses how attorneys should meet ethical requirements for client confidentiality.

By addressing these issues, entrepreneurs can better protect their assets and those of their heirs.

A Michigan jury deemed a handwritten document found in between Aretha’s couch cushions a valid will.

Make sure that clients are using the right valuation.

Seven factors that carriers consider.

As with all things money and family, it can be a struggle to balance financial and personal goals with avoiding hard feelings and disputes.

Valuable artworks require specialized attention to ensure that they're safely transferred to the next generation.