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The estate tax is a tax on transferring assets from a deceased person to their heirs or beneficiaries. The federal estate tax in the United States is imposed on the transfer of the taxable estate of every decedent who is a US citizen or resident. The taxable estate...

It seems like it's the new normal - blended families - are more commonplace today than ever before; and with them comes a variety of considerations in estate planning that we'll explore in this article...Read More

Explaining a Foreign Trust in Easy-to-Understand Language - In this global economy, it's becoming increasingly common for U.S. citizens and residents to have financial ties overseas. These financial ties often come in the form of foreign bank accounts, real estate...

Today on Terra Firma: Conversations on Commercial Real Estate, hosts Stacey Tyler and Stephen Tanico are joined by Lowenstein Trusts & Estates partner and fellow podcaster Warren Racusin to discuss real estate in the context of estate planning. While there are a...

Most US homeowners and business owners understand the importance of an estate plan; they just never seem to get around to completing the task. What do you need to know about a trust? Why are trusts a central component of any estate or business succession plan?...By:...

It's your will, so you can say whatever you want to say in it, or change any part of it, whenever you want to, right? Well, not quite. First, you're bound to follow the prevailing laws of your state. Second, your will could be contested based on a claim that someone...

Technological advances are accelerating workplace productivity, and this extends to the realm of estate planning case management software. When you implement the optimal solution, your practice will be revolutionized on multiple different levels. Estate planning legal...

One of the most common questions raised by clients is: how often should I update my Will? The answer to this question must be examined on a case-by-case basis and is heavily dependent on each client's ever-changing present and future circumstances....By: Lippes...

During a Will contest, a party challenging a Will may assert that the Will was the product undue influence being exerted over the decedent by the party who benefited by the disputed Will. The question arises: What is what is undue influence and how can it be...

Physicians and healthcare providers, like many others with demanding professions, often postpone or overlook their own estate planning and preparation. Estate planning is a fundamental process for individuals at any stage of life. It is especially important, however,...