Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Q: Several years ago, my father conveyed title to his home to the children and retained a life estate. He recently indicated that he would like to sell the home. What are the tax consequences if he ...

A retained life estate is a gift plan defined by federal tax law allowing the donation of a personal residence (to include a vacation home) or farm with the donor retaining the right to life enjoyment ...

Life changes, and your estate plan should change with it. Attorney Matthew Erskine joins the Celebrity Estates podcast to explain why estate planning is never a “set it and forget it” process, but a ...

Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...