Helping senior clients through estate planning requires a comprehensive strategy that includes consultations with their legal and tax advisors to ensure proper asset distribution, minimize tax ...

Hillel L. Presser, Esq., MBA of The Presser Law Firm, P.A., Asset Protection Attorneys, offers tips on planning for the disposition of your digital assets. Many of your online accounts – from ...

Using life insurance in estate planning is a strategic approach that ensures your loved ones' financial security after your ...

Please provide your email address to receive an email when new articles are posted on . Real estate and life insurance offer the ability to perform tax-free exchanges. Real estate and cash value ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

As life evolves your estate plan needs to be updated. Life events such as moving, getting a new job, having a child or grandchild, selling a major asset, or experiencing a medical condition can ...

Life is unpredictable. Even the most carefully laid plans can go awry. But while life is full of the unexpected, estate plans can help you control the impact that the unexpected can have on your ...

Next year, the threshold for federal income-tax exemptions for estate, gift and generation-skipping transfer taxes will start to increase dramatically. While that may be good news for some clients, ...

Is anything private anymore? We live in a digital age where information is quick and abundant. While this is helpful in many circumstances, it may seem most concerning when it comes to your estate ...