“Anybody with wealth needs to plan,” says Shenkman. Estates with values exceeding the exemption amount by more than $1 ...

The basic components of an estate plan include wills, trusts, powers of attorney (POAs) and living wills. Here's a breakdown ...

A will only won't secure your legacy. It's just one estate planning document of many. Learn which ones matter most, how they ...

A new report from Goldman Sachs breaks down what founders should prepare for as they navigate exits or IPOs.

Estate planning includes a variety of document types and plans, but the specific plan is usually is determined by the life stage of the individual. Life stage does not necessary ...

Tabar said the Santa Barbara Trust Company offers a community-based alternative to distant and impersonal financial ...

The resource underscores how a carefully drafted revocable living trust functions in Illinois and highlights the role of a ...

Just sold for $17.7 million, a Palm Beach house stands on a prime Estate Section street at 218 El Brillo Way near Mar-a-Lago.

Just sold for $17.7 million, a Palm Beach house stands on a prime Estate Section street at 218 El Brillo Way near Mar-a-Lago.

Anyone with a living trust also should have a will to control assets and issues outside the scope of the living trust. The ...