Latest
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A $1 Billion Divorce: What You Can Learn From It
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had a premarital agreement and the executive had used asset protection trusts.
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How to Get Your Finances Back on Track After a Divorce
Taking charge of your money after a divorce will feel daunting, especially when you're faced with a lower income. The key is tackling your to-do list in stages.
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Holding Wealth: Why Retirees Shouldn't Focus on Leaving an Inheritance
From funding a college education to paying for long-term care or simply treating your family, there are plenty of reasons to use your hard-earned wealth now.
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Social Security Strategies for High-Net-Worth People
People who don't 'need' their Social Security may consider using their benefits to manage estate taxes and long-term care expenses.
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The 2025 Estate Tax Exemption
Estate Tax The IRS just increased the exemption as we enter what could be the final year of TCJA.
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Have You Reviewed Your 401(k) Beneficiary Designations Lately?
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order.
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15 Estate Planning Terms You Need to Know
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools.
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Five Tips For Estate Planning in 2025
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025.
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How to Access Your Parents’ Medicare to Help them Enroll and Manage Their Care
Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated.
