Estate planning reference: wills, trusts, probate, and wealth transfer.
Constellation Wealth Capital has acquired a minority stake in $6.3 billion AUM BakerAvenue Wealth Management, which plans to expand tax preparation and estate planning offerings, part of a broader pattern of private equity interest in…
Luminary, an AI-driven wealth-transfer planning platform, raised $22 million and now supports more than $500 billion in client assets, reflecting continued investor interest in AI-powered wealthtech tools.
Sharon Osbourne has filed to remove Colin Newman, Ozzy Osbourne's longtime accountant, as an executor of his estimated $100 million estate, raising questions about fiduciary disputes in high-profile probate cases.
Oregon's 2026 OR-706 form update signals that state estate-transfer-tax filings remain governed by separate rules from federal thresholds, a distinction planners say estates and heirs should not overlook when reviewing exposure.
Washington's Department of Revenue has set a $3 million estate tax filing threshold and exclusion for deaths on or after July 1, 2026, with new state-specific rate and deduction rules replacing prior thresholds.
The IRS has set the 2026 federal estate-tax basic exclusion at $15 million while keeping the annual gift-tax exclusion at $19,000 per recipient, figures that planners say should not be confused with 2025 amounts.