Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families ...
Artificial intelligence can draft a will, but legal experts say execution, clarity, and follow-through matter far more than ...
Both corporate legal work and estate planning may play key roles, but different ones, in the long term success of construction and real estate companies. Corporate attorneys typically help businesses ...
Estate lawyers say the real trouble with wills rarely comes from exotic tax tricks. It comes from basic, avoidable mistakes ...
As a broker, what will you do when working with an estate planning attorney? Perhaps your most important interaction is in sharing information. Furnish full and detailed data about your client's ...
By being as methodical as you are with your doctors, such as assessing your aptitude before your meeting, bringing key ...
Trust & Will for Attorneys is an AI-Powered Platform Built to Help Estate Planning Attorneys Grow Their Practices and Work Smarter ...
With many couples choosing to wed for the first time later in life, and other couples choosing to re-marry in their golden years, changes in marital status can impact a family's estate planning in ...
Estate planners must navigate ethical conflicts and tax traps when using spousal lifetime access trusts following recent ...