Estate attorney Harry Margolis explains how families can discuss inheritances, avoid disputes and balance fair versus equal estate planning.

Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool ...

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 ...

Dave Ramsey urges families to complete wills and discuss estate plans now in order to prevent confusion and costly legal ...

SYRACUSE, NY – New York residents planning for the future face an important decision when choosing between a living trust and a will, two estate planning tools that serve different purposes and carry ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

Wealth.com, the industry's leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners ("Dynasty") to embed Wealth.com's artificial intelligence ...

David Lenok and Dr Jay Zigmont discuss estate planning for childfree adults using Coco Chanel case study and modern ...

For Black women especially, estate planning is transformative. Historically, Black families have experienced disproportionate land loss, heirs’ property disputes, and forced sales due to lack of ...