Your estate plan should be a set of documents — a will, perhaps a trust, a health care directive, a HIPAA form, and a power ...

Manning Kass, a leading national law firm, has announced the promotion of five of its attorneys to partner: Kayleigh A.

the future of estate planning is evolving, requiring a proactive and flexible approach now, rather than in the last few weeks of 2025.

Learn more about whether Banc of California, Inc. or Trustmark Corporation is a better investment based on AAII's A+ Investor grades, which compare both companies' key financial metrics.

Here are the financial and practical considerations in choosing between marrying your partner and choosing a domestic ...

A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax.

Asked when advisors should introduce the idea of estate plans to clients, Soo simply says “now.” She argues that no matter ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

The University of Miami School of Law's Heckerling Institute on Estate Planning, renowned as the nation’s leading educational conference for estate planning professionals, is set to return to Orlando ...

Nicole Ewing, Principal, Wealth Planning Office at TD Wealth, joins MoneyTalk to discuss financial considerations to keep in mind when launching your own business, including how much to pay yourself ...