More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...
At the end of 2012, my partner died suddenly. He was 40, I was 37, and our two kids were only 3 and 6. His death from a rare ...
As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...
As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...
Think a simple will is enough? Think again. These common mistakes are a goldmine for lawyers and the IRS.
Estate plans created during COVID may need updates as life changes. Review every five years or after major events to stay aligned ...
Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...
In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting ...
Wealth.com unveils Tax Planning platform unifying tax and estate strategy workflows with AI-powered analysis for advisors ...
January 28, 2026 - PRESSADVANTAGE - Soto Law Group has published a new educational article, "Real Estate and Estate ...
It's the most significant piece of estate planning legislation since the 2017 Tax Cuts and Jobs Act — and for some Idaho ...