Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Wills and trusts are essential legal tools for managing and distributing assets after death. While they share similar goals, each serves a distinct purpose in estate planning. Explore the differences, how to select an executor or trustee, and the risks of do-it-yourself estate planning.
Discover the pros and cons of using AI in estate planning with Professor Gerry Beyer and attorney, Natalie Perry. Learn why expert legal advice is crucial.
Recommendations for how and when to talk with your family about your estate plan, will and other documents by expert trust and estate attorneys.
Trust and estate lawyers offer recommendations for how to have critical conversations with your parents about end-of-life planning and estate documents.
Estate Planning experts give a step-by-step overview of the estate tax preparation and filing process. What clients should know about the return, extension, exemption, and IRS response.
What happens if someone dies without a will? Estate planning experts answer pressing questions for families and beneficiaries.
An overview of what estate planning decisions can be made postmortem and pre-mortem, including taxes, decanting, and portability considerations.
Learn the dos and don’ts of paying another person’s tuition or medical bills, what qualifies as tuition and medical expenses, and how to avoid gift tax.