Learn how to write a will without a lawyer and ensure your assets are distributed as you wish.

The Estate Planning Council of Pittsburgh has appointed Stefanie Pate, a partner at downtown law firm Leech Tishman, as president for the 2025 term.

The inheritance tax (IHT) seven-year rule, a key mechanism for reducing tax liability on financial gifts, is under scrutiny ...

In a report released today, Tim Switzer from KBW reiterated a Hold rating on First Mid-Illinois Bancshares (FMBH – Research Report), with a ...

These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the ...

In a report released today, Kelly Motta from KBW maintained a Hold rating on Stock Yards Bancorp (SYBT – Research Report), with a price target ...

My father-in-law had a habit for decades – every Saturday he bought a few lottery tickets and then excitedly told everyone ...

Real estate investment trusts (REITs) allow investors to invest in commercial real estate without actually buying and managing properties themselves. Many, or all, of the products featured on this ...

A will has long been known as the cornerstone of estate planning. But a trust can offer more comprehensive and specialized ...

The right estate planning approach can result in a significant, tax-efficient transfer of your client’s wealth.

Managing your taxes can be one of the most complex aspects of estate planning and a new IRS rule ... applies to assets held in an irrevocable trust. If you need help interpreting the IRS rule ...