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Estate Planning attorney Jim Dougherty reveals key ethical and tax considerations for spousal lifetime access trusts.

From a legal standpoint, the easiest part is no different from any other asset. If your will says, “I give everything to my ...

With many couples choosing to wed for the first time later in life, and other couples choosing to re-marry in their golden years, changes in marital status can impact a family's estate planning in ...

As we move into 2026, that analogy becomes more fitting than ever. The attorneys who excel in this environment are those who ...

In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money, and stress on people's ...

From estate planning to beefing up an emergency fund, pros say planning for life’s unexpected — and expected — events is key ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...