Finance

With record-high exemptions and a 2026 reset ahead, here’s how to use portability, credit shelter trusts, or both to protect more of your estate.

How to choose the right trust, avoid common pitfalls, and put guardrails around the money you’ve worked hard to save.

New IRS rules make it easier for executors and heirs, but also add deadlines and penalties you can’t afford to miss.

Life changes like marriage, divorce, births, and deaths can alter your intentions and impact your legacy.

Understand the growing importance of advance directives to ensure medical care aligns with your values and avoid family disputes.

Privacy, control, and estate planning benefits are driving a nationwide rise in trust-based real estate transfers.

A revived tax break provides business owners with a powerful tool to reduce their tax liability and reinvest in long-term growth.

Leaving 10% of your estate to charity could cut your heirs’ tax bill and preserve your legacy. Here’s how to do it strategically.

From smarter portfolios to faster planning, advisors are leveraging AI to deliver better results and a more satisfying client experience.

Some estate tools lose power when interest rates rise—here’s what still works to protect your wealth and legacy.