The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current ...

More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

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

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

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 ...

Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents.

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

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 ...

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 ...

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 ...

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 ...