Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly—cleaning the filter ...

We find that, for most people, the basic estate planning process can be fairly straightforward and somewhat painless. The anticipation of it seems to be much worse than the reality and it is something ...

You do not have to be wealthy to start considering an estate planning strategy. Most people have something of value that they want to pass along to loved ones. Passing along something of value to a ...

A key question (and ultimate end game) for every estate administration, from the outset, is how soon the beneficiaries will receive their inheritance. The answer varies by estate, but, typically, it ...

With estate attorneys, CPAs, business consultants, investment managers, insurance brokers, mortgage brokers, philanthropic advisors, and perhaps even more subject matter experts in their Rolodex, ...

This is the third installment of my seven-part series on major estate planning mistakes. The first two are here and here. Not avoiding probate. When an asset passes to others through a will, it has to ...

Whether or not you watched Succession (how could you not?), it’s not hard to imagine how dealing with family money can be dysfunctional at best, and downright embittered at worst. Estate planning is a ...

"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for ...

SYRACUSE, NY - A living trust only protects the assets that are actually transferred into it, and simply signing a ...

Many estate plans include life insurance in one way or another. Beyond providing immediate funds to help loved ones cover funeral costs and debts, life insurance can help you pass on your assets more ...

The shift from attorney- to advisor-driven estate planning means firms need to upgrade their offerings — or get left behind.

Practitioners have been noticing that Internal Revenue Service procedures relating to lien releases have changed in the last nine months. In June 2016, the IRS (without any announcement) consolidated ...