The federal estate, gift and GST applicable exclusion amounts are as summarized below. In simple terms, these dollar figures represent the amount of wealth that each individual can transfer during ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and ...

In July 2014, Larry Becker established an insurance trust for the benefit of his spouse and children. Two of his children were named as the initial trustees. The trust applied to purchase two ...

A staggering 68% of Americans lack a valid will, leaving their loved ones vulnerable to unnecessary conflict, expenses, and legal complications. In fact, InvestmentNews cites LegalShield’s Survey that ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The legal industry stands at the brink of transformation, fueled by the ...

Estate planning can be a challenging and daunting process, with several things to consider, and there are frequently a variety of solutions available, each with unique advantages — or disadvantages.

As 2025 comes to an end, I’m seeing seismic shifts in how estate planning is conducted and who’s doing it. Some of these changes have been years in the making. Others are accelerating faster than ...