Stephen Ferszt uses the example of Taylor Swift and Travis Kelce’s engagement to highlight the complex estate planning considerations ultra-high net worth couples face when combining significant ...

The ultra-rich use advanced estate planning to reduce taxes and pass on wealth more efficiently. Many of their strategies are available to regular families, with the right guidance. A solid estate ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Senator Chuck Grassley, a Republican from Iowa, departs following a vote at ...

Kyle Frizzelle is a partner at NC Planning and leads the firm’s estate planning group, known for combining strategic insight with a clear, client-focused approach to complex legacy and business ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recent studies have revealed a concerning trend: a significant decline in ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...