The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...

With major tax provisions expiring in 2025, Levine explains what you need to know and do to minimize financial impact.

If you're not engaging the estate planning conversation, and the client is talking to somebody who is, those assets are at ...

Farm financial planner Myron Friesen writes that he feels a lot better about the future of estate tax limits under the ...

With gold's increasing popularity as an investment, the need for informed estate and tax planning for direct ownership has ...

Pensions will rotate to become income generating and other assets will be used for IHT planning. This great pension rotation ...

Anyone can learn from billionaire investor Warren Buffett’s proactive and flexible approach to estate planning, experts say.

I think it’s fair to say that when people think about the term “estate planning” (if they ever really think about it that is) ...

A living trust, also called a revocable trust, is a widely used estate planning tool. Here are the pros and cons for those ...

C. First Interstate Wealth advisor Evad Vanspoore outlines a few key items to help families get started on important estate ...

President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the ...