Her son Anderson Cooper isn't set to inherit any of the family fortune.

Surviving spouse treated as designated beneficiary of Roth IRA in recent PLR.

A Personal Property Memorandum can help prevent fights among heirs over the seemingly little things.

Why it matters and what to do.

One of the most complex steps taken by new retirees.

Different factors that could tip the scales.

Provisions that can complement or crash terminations or modifications.

Is it a welcome addition to the state’s trust law that other states may want to adopt?

The greatest (and least discussed) internal and external threat to an estate plan and our careers.

Achieving the 5Cs of teaming and value-add for clients.