The process of estate planning when it comes to blended families can seem complicated, but knowing how to go about it the correct way and to the wishes of your clients is very important. By building a ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. Returning to the Karen Conti Show is ...

Marriage is a partnership in life, and it should be a partnership when it comes to planning for the future, too. A lot of couples assume everything will automatically go to the surviving spouse, but ...

True, estate planning does focus on you, and it does provide you greater security and peace of mind. The difference is that while most elements of financial planning primarily benefit you, estate ...

The estate planning landscape transformed fundamentally on July 4, 2025, when the One Big Beautiful Bill Act (OBBBA) was enacted into law. For ultra-high-net-worth families holding closely held ...

Clients expect their professional team to ensure their estate and legacy planning is discussed and completed. Cerulli and Associates, a research firm for wealth management financial services companies ...

Over the next few decades, around $124 trillion will change hands in the United States through inheritance. Many of those transfers run into problems. Our colleagues from NPR's The Indicator, Sally ...

Stacy Singer is a private-practice lawyer in estate planning and an adjunct professor. When searching for an estate attorney, ask yourself what you're trying to accomplish, Singer says. She also says ...