Estate Planning

There are many ways to harness the step-up in basis while ensuring financial security — and avoiding many pitfalls. (By Mallon FitzPatrick)

The narrative of a vast generational wealth transfer to millennials leaves out families without enough assets to pass along.

People seem to fear probate more than death, Teaching clients the basics can reduce their anxiety and poor outcomes. (By Seth Bier)

A $100M+ theft and the recent bankruptcy of a special needs fund provider should encourage you to ask questions. (By Kristin Carleton)

An estate-planning attorney discusses how to avoid probate, reduce taxes and protect assets from nursing homes.

The family of Brian Wilson, the musical architect whose genius helped power the Beach Boys, is seeking to place him under a conservatorship.

Selling the family home may not be an option if the sick spouse requires long-term care — unless the couple plans correctly. (By Cathy Sikorski)

The lawsuit says the podcast makers infringed on the estate’s copyrights by training an AI algorithm on five decades of Carlin’s works.

An opera aficionado, she lived in a rent-controlled apartment and made plans to give away the money to cultural groups upon her death.

Here are three questions that families have recently asked me about estate planning – and how to answer them.