More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

The key to successful estate planning for HNW families isn't just drafting these four documents, but ensuring they're current ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...

Jewelry, along with fine art and collectibles, is a “sensitive” category for IRS scrutiny. Using liquidation or real proceeds ...

January 28, 2026 - PRESSADVANTAGE - Soto Law Group has published a new educational article, "Real Estate and Estate ...

Many adults today find themselves caring for two generations at once. They are raising children or supporting young adults while also stepping in to help aging parents navigate health, financial, ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

The One Big Beautiful Bill Act, signed into law this Summer, permanently raises the federal estate and gift tax exemption to ...