Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

A declaration of trust in estate planning appoints a trustee to manage and protect assets for beneficiaries. Learn about its ...

A new law has increased the federal estate and gift tax exemption to $15 million per person in 2026. Learn what this change ...

It's the most significant piece of estate planning legislation since the 2017 Tax Cuts and Jobs Act — and for some Idaho ...

Jewelry, along with fine art and collectibles, is a “sensitive” category for IRS scrutiny. Using liquidation or real proceeds instead of FMV risks noncompliance, which can trigger audits, tax ...

Research shows that many people procrastinate when it comes to establishing a last will and testament. Even if you don't have millions, you still need a thorough estate plan, said Beth Pinsker, a ...

But there is another talk. It happens later, and it’s just as hard. Aging parents fret and procrastinate over sitting down with their adult children to talk about money – and power of attorney, and ...

When I launched my financial planning firm a decade ago, my focus was on growth. I wanted to build something from the ground up, serve clients, and expand my impact. I valued independence and was ...

The Tax Court denied an estate’s claim of a deceased spousal unused exemption (DSUE) amount, holding that the decedent’s predeceased spouse’s estate did not make a valid portability election (i.e., an ...

This Pew Research Center report looks at how Americans are thinking about aging and how things are going for adults ages 65 and older. Why did we do this? Pew Research Center does research to help the ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...