Estate planning for same-sex couples ensures partners’ wishes are honored for inheritance, medical decisions,...
Digital password vaults store logins and sensitive data; properly configured, they let estate executors...
A Letter of Intent (LOI) frames the intent of a transaction and guides negotiations. Including non-legal...
A generation-skipping trust (GST) is an irrevocable estate planning tool that moves assets to beneficiaries...
A legacy plan is a tailored strategy to transfer assets consistent with your wishes while managing taxes...
Balancing an estate when one or more heirs actively run the family business requires clear valuation,...
After major life events—marriage, divorce, a child’s birth, inheritance, or the death of a loved one—your...
Cross-border estate planning helps expatriates align wills, trusts, taxes and foreign inheritance rules...
Special needs trusts (SNTs) let families provide supplemental financial support to people with disabilities...
A liquidity plan for estate expenses ensures your estate has quick access to cash to pay funeral costs,...