After a decade practicing estate planning in Idaho, I've seen estate plans range from elegantly simple to unnecessarily ...

Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...

Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...

If you've avoided the most common estate planning mistakes, your family will thank you.

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Blank Rome's Sean Weissbart discusses the estate planning issues surrounding the death of Rob Reiner and his wife.

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

As clients might be struggling to determine what the best Valentine’s Day gift is for their special someone to convey their love and appreciation, creating an estate plan is one option, particularly ...

In Arizona, spring is when the sun shines brightly, and the temperatures are perfect for enjoying outdoor activities. As much as we love the spring warmth, it is important to remember that with all ...