More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...
In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting ...
Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.
As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...
As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...
Wealth.com unveils Tax Planning platform unifying tax and estate strategy workflows with AI-powered analysis for advisors ...
Estate planning isn't like having AI write your Christmas letter. The stakes are higher, the law is complex, and the ...
Jewelry, along with fine art and collectibles, is a “sensitive” category for IRS scrutiny. Using liquidation or real proceeds ...
Your carefully prepared estate plan can only work effectively if your family knows where to find things and understands the ...
January 28, 2026 - PRESSADVANTAGE - Soto Law Group has published a new educational article, "Real Estate and Estate ...
So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. Naw, the most exciting New Year’s resolutions are estate planning commitments. So, when you head off to ...
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