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Legal Trends In Estate Planning 2023: Part 1

This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.

9 min read Nov 18, 2022
Legal Trends In Estate Planning 2023: Part 2

This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.

7 min read Nov 18, 2022
A Little Known Practice Used By Estate Planners Leans on Queen Elizabeth II in a Fascinating Way

Learn more about the Rule Against Perpetuities in trust & estate law and what it has to do with the Queen of England.

4 min read Sep 14, 2022
Announcing Emergency Access

Learn more about our Emergency Access feature

1 min read Aug 8, 2022
2023 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning

The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…

3 min read Jan 1, 1970
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