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A technicality in the federal law enacted in July 2025 changed how deductions work for estates and trusts, creating uncertainty over how taxes are allocated after a person's death.
June 8
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Parents who don't effectively communicate estate plans to their children set them up to fail financially, emotionally and relationally.
April 28
Raymond James -
Most financial advisors and their clients are well aware of the in-progress great wealth transfer. But they also admit they're not ready for it.
April 1
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With clients expecting more from their estate planning, financial advisors are becoming the go-to source for a plurality of investors, a new survey shows.
February 10
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The Cincinnati-based bank has partnered with the fintech Trust & Will to make estate planning easy, accessible — and free.
May 19
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R. David Yost and his soon-to-be-former son-in-law are slugging it out in court over allegations of tax evasion.
February 8
