No matter which combination of estate planning tools are used, it’s important for individuals to keep their loved ones ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

For families with complex estates involving businesses, artwork, or collectibles transparency is praised, but can lead to ...

Local attorneys say having a plan in place outlining where assets will go when an individual passes away and who can make ...

The tax advantages and a degree of flexibility have added to the appeal of spousal lifetime access trusts. But they aren't a ...

After retirement, rental income is among the easiest and most passive sources of income. Rental prices rise in tandem with ...

Ohio State officials say Ohio State's 350-acre Carmenton innovation district will help the university compete with some of ...

Understanding how to safeguard and grow your wealth is critical. Stewart Willis, co-leader of Asset Preservation Wealth & Tax ...

From outsourcing the food to phasing in renovations, here's what experts suggest for new homeowners hosting the holidays.

Join Professors Bloink and Byrnes on Wednesday, Decdmber 11, 2024 as they analyze and debate the potential outcomes of the ...

Nicolas Puech, a lesser-known heir of the Hermès luxury brand, has taken an unusual approach to his estate plan by deciding ...

Most of the 2017 Tax Cuts and Jobs Act is set to expire at the end of 2025. In particular, the estate tax exemption will return to pre-2017 levels. Will Congress act first?