With the right estate planning—through Wills, joint ownership, or private trusts—you can ensure your wealth reaches your ...

With the new administration in office, discussions around potentially eliminating the step-up in basis are gaining momentum.

The recent passing of legendary actor Gene Hackman, 95, and his wife, Betsy Arakawa, 65, within days of each other in their ...

Thinking about your death is really not something anyone enjoys doing. Sadly, however, the day will come for everyone when we ...

Kee, senior wealth adviser at Portland’s Focus Partners/Wealth, says the pandemic prompted many to think about the future.

Wealthy individuals often pay less in inheritance taxes than we expect. Learn how tax exemptions, trusts, and legal ...

Billionaires’ estate planning is usually done in private but has huge ramifications. They have responsibilities to business ...

If there’s one thing retirees should be wary of, it’s fraud. Scammers often target older adults and estate planning documents, full of sensitive financial and personal information,can be a goldmine ...

The Brown County Community Foundation (BCCF) invites residents to take an important step toward securing their family’s ...

In our previous blog post on the 2025 Heckerling Institute on Estate Planning, we highlighted the concept of purpose trusts, ...