The 2017 tax overhaul made estate and gift taxes easier to avoid, but low interest rates and volatile markets have kept advisers busier than ever.
The military widow with no children had nieces and nephews, but her lawyer personally drafted a will that made himself her primary beneficiary.
A lot of people who received stimulus payments for their dead parents or spouses are more confused than ever.
Single dad travels all the time and has big assets to pass on and bigger virtue to signal. Sensitivity is everything. Call it the Vanderbilt Curse.
Not everyone has the ability to correctly prepare their own documents even with the convenience of the templates offered online.
The current environment of low interest rates and depressed asset values presents several unique estate planning opportunities.
Lockdown might impact peoples' ability to move across borders, but it doesn't stop money flowing into tax havens around the world.
