Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The new year 2026 or straightforward concept. number 2026 written on the road ...
Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. When markets falter, many investors instinctively tighten their grip on their ...
Estate planners need to assess their clients' trust strategies as the expiration date on key Tax Cuts and Jobs Act provisions draws nearer, advisors say. Tax breaks for estates that were part of the ...
Students enrolled in the Trusts and Estates Clinic represent clients who need non-tax estate planning. They may prepare client letters, wills, trusts, durable powers of attorney, life insurance and ...
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Estate planning in 2026 is being shaped by changing tax laws, evolving family dynamics, and the need for meticulous documentation. Experts stress that beyond wills and trusts, updating beneficiary ...
Family offices that cater to high-net-worth and ultra-high-net-worth families face the intricate challenge of balancing estate and tax planning strategies amidst evolving tax laws. To address this, ...
I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited partnerships and irrevocable life insurance trusts. Each one, on its own, can solve ...