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MyFamilyPlan is proud to announce the launch of the MyFamilyPlan Financial & Estate Planning Worksheet, an innovative solution designed to simplify ...

CNBC Select covers what you should know about estate taxes, including who pays them and how they might affect your financial planning. What we'll cover What are estate taxes? Is there a federal ...

Eventually, I will become the executrix over the portion of her estate that will require probate. Unfortunately, this aunt has been a bit of a lightning rod in my family because of a dispute ...

My office generally sees a spike in estate planning appointments in a new year and following a natural disaster. This month has brought both. If you have “getting organized” as a New Year’s ...

The dust has settled on the recent presidential election, but its ripple effects are already prompting conversations about potential policy shifts—particularly in the realm of estate planning.

Taylor Swift has an impressive catalog of music and real estate. The billionaire pop star — who grew up in Montgomery County, Penn., — is the owner of several impressive homes across the ...

For the first few years of their relationship, Beyoncé maintained as her bachelorette pad a $5 million condo in midtown Manhattan overlooking Central Park, which she purchased in 2005. The ...

A family trust is a powerful tool that enables families to achieve their estate and succession planning goals. While having a will is essential for clearly outlining the distribution of assets ...

Estate planning advisors must reconsider the intersection of security with estate and tax planning. For ultra-high-net-worth (UHNW) families, personal security has always been a priority.

This exclusion is a valuable tool for wealth transfer and estate planning, as gifts within this limit do not count against your lifetime exemption amount. The federal estate and gift tax exemption ...