Disrupting An Analog Industry: It's Time To Bring Estate Planning Into The Digital Age
For decades, estate planning has resisted innovation by clinging to outdated processes that waste time, money, and resources.
Recent
California Owes Movie Theater Heirs $5 Million In Overpaid Taxes
Trustees for 157 trusts established for descendants of Century Theaters Inc. founder Raymond Syufy will get more than $5 million from California.
Purdue Pharma And Sackler Family Reach $7.4 Billion Opioid Settlement
Purdue Pharma and the Sackler family have agreed to a settlement of up to $7.4 billion to address allegations of fueling the opioid crisis.
How An €83m Inheritance Feud With Germany’s Playboy Prince Could Tear Apart Otto Von Bismarck’s Dynasty
The heirs of Otto von Bismarck, Germany’s legendary “Iron Chancellor”, are embroiled in a bitter courtroom battle over a fortune.
A Pivotal Moment In Estate Planning Is On The Horizon
As 2025 begins, wealth advisors must prepare clients for a pivotal moment in estate planning. A significant federal tax provision is set to sunset.
IRA Expert: Why Traditional Retirement Accounts Have Become The Worst Asset For Estate Planning
Those saving for retirement have long viewed traditional individual retirement accounts (IRAs) as the ultimate savings vehicle.
