“You sure do like talking about death, Jill!” said one of my favorite producers. Unlike so many areas of our lives that are out of our control, planning for an event that has a 100 percent probability ...

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

While it may sound like something that wouldn’t happen to someone who was careful, Hodges said he’s seen it himself when ...

2025 | Document prepared by: Kelly Nuckolls, Extension Legal Specialist, Agriculture Law Education Initiative, University of Delaware Cooperative Extension & Department of Agricultural & Resource ...

TAMPA, Fla.--(BUSINESS WIRE)--Trustate, a leader in estate and trust management solutions, announced the launch of its latest digital solution: The Estate Balance Sheet with Instant Accountings.

Over many years, my financial services firm conducted “lifeboat drills” with our clients. Some of the drills were focused on trying to help clients ...

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

Although there are many new and interesting tax planning techniques, sometimes it is the tried-and-true standards that are overlooked, that may best provide the solutions to estate and income tax ...