Worldwide: Wills/ Intestacy/ Estate Planning

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Welcome to the Mondaq Family and Matrimonial homepage, here you will find thought leadership articles, podcasts, videos and webinars providing insights covering topics such as Divorce, Family Law, Wills and Estate Planning.

Establishing A Family Office: 5 Essential Tips For Getting Started

For high-net-worth individuals and families, a family office is more than a wealth management structure—it is a strategic vehicle to preserve, grow, and protect generational wealth.

United States Wealth Mgt

FL

Fennemore

One Big Beautiful Bill Act Permanently Increases The Lifetime Estate, Gift And GST Tax Exclusion

On July 4, 2025, President Trump signed into law the One Big Beautiful Bill Act (OBBBA). The OBBBA extended and made permanent many key provisions of the 2017 Tax Cuts and Jobs Act (the TCJA)...

United States Family

FL

Foley & Lardner

I'm Not Rich, But Can I Act Rich?

Spanx CEO Sara Blakely drives a fake commute. Goop CEO Gwyneth Paltrow meditates with her eyes open. Los York CEO Seth Epstein eats three peeled hard-boiled eggs upon reaching his desk every morning.

United States Family

KR

Kaufman Rossin

Will New York Law Allow For The Electronic Execution Of Wills?

Under New York's Electronic Signatures and Records Act, a person can electronically sign many types of documents that have legal significance (Technology Law §§ 301, § 304 |– 306).

United States Family

FF

Farrell Fritz, P.C.

Securing The Invisible Empire: How Family Offices Can Mitigate Cyber Risks

United States Family

LS

Lowenstein Sandler

How Will The One Big Beautiful Bill Impact Your Gift And Estate Taxes?

United States Tax

WL

Withers LLP

Strategic Estate Planning For High-Net-Worth Families: How And When To Involve Your Children

United States Family

JP

Johnson, Pope, Bokor, Ruppel & Burns

What Happens When You Die…with A Copy Of A Will?

United States Family

CT

Cowles & Thompson, PC

Long-Term Care And The Family Farm: Legal Planning To Preserve Agricultural Assets

United States Family

Wa

Ward and Smith, P.A.

Why It Pays To Review Your Life Insurance Policy Regularly

United States Insurance

KR

Kaufman Rossin

Investing In A PSL For The New Bills Stadium? Make Sure It Is In Your Will

United States Family

GS

Gross Shuman P.C.

Modernizing Client Intake In Estate Planning (Podcast)

United States Family

BS

Ballard Spahr LLP

The Case Settled

United States Family

FF

Farrell Fritz, P.C.

The Presumption Of Revocation That Oftentimes Applies To Lost Wills

United States Family

FF

Farrell Fritz, P.C.

AMTL's AICP Files Second Case Against TSMC, Its Advanced Memory Amends Against SK Hynix

United States IP

RC

RPX Corporation

Why Early Mediations Fail And How To Maximize Their Chances For Success

United States Litigation

J

JAMS

Trade Wars & Sanctions – The New Trade Order

United States International

BG

Braumiller Law Group, PLLC

Blockchain 2025 - Trends And Developments

United States Technology

WS

Winston & Strawn LLP

California's Global Rise: Insights From International Arbitration Week

United States Litigation

J

JAMS

Revocable vs. Irrevocable Trusts: Which One Is Right For You?

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally.

United States Family

TR

Tully Rinckey

How To Prepare Your Family Business For Leadership Succession

A smooth leadership transition is essential for preserving the values and operational stability of a family business.

United States Commercial

MG

MGO CPA LLP

Navigating The Pitfalls Of Transfer On Death (TOD) Designations In Pennsylvania Estate Planning

A transfer on death (TOD) designation (also sometimes referred to as payable on death) is a designation that can be added to an account to direct that it be paid to a designated recipient(s)...

United States Family

BS

Barley Snyder

Estate Planning Amid Market Volatility: Leveraging GRATs

Among other potential strategies, while the markets remain volatile, if timed right, a short-term grantor retained annuity trust (GRAT) could be an option to pass significant wealth to the next generation.

United States Family

HB

Haynes and Boone

Moving To A New State? Update Your Estate Plan

United States Family

IG

IR Global

Estate Planning Under President Trump's "One, Big, Beautiful Bill"

United States Family

FF

Farrell Fritz, P.C.

Invalidating Legal Documents And Transactions In Article 81 Guardianship Proceedings

United States Family

FF

Farrell Fritz, P.C.

Washington Tax Changes 2025: Capital Gains, Estate Tax Increases, And Wealth Tax Update

United States Tax

PC

Perkins Coie LLP

What Happens To Retirement Accounts In A Divorce?

United States Family

DS

Diggs & Sadler

Evolving Estate Planning For Family Business Owners: Adapting To Life Stages And Growth

United States Family

KM

Katten Muchin Rosenman LLP

Why Wait? – Estate Planning For Young Families

United States Family

Wa

Ward and Smith, P.A.

One, Big, Beautiful Bill Makes Its Way To The Senate: Implications For High-Net-Worth Estate Planning

United States Family

RB

Reinhart Boerner Van Deuren s.c.

How To Determine If You Need Probate: A Guide For Small Estates In California

United States Family

ML

Madison Law

When Estate Planning Documents Go Missing: Next Steps

United States Family

MP

Manatt, Phelps & Phillips LLP

Why Wait? – Estate Planning For Young Families

Especially in the beginning stages of building a family, legal documentation is not often top of mind.

United States Family

Wa

Ward and Smith, P.A.

One, Big, Beautiful Bill Makes Its Way To The Senate: Implications For High-Net-Worth Estate Planning

On May 22, 2025, the U.S. House of Representatives, by a razor thin margin of 215-214, approved an amended version of the budget reconciliation bill (Bill), sending it to the Senate

United States Family

RB

Reinhart Boerner Van Deuren s.c.

How To Determine If You Need Probate: A Guide For Small Estates In California

When someone passes away, their estate—including property, assets, and debts—may need to go through probate, a legal process for managing and distributing assets. However, not all estates require full probate.

United States Family

ML

Madison Law

When Estate Planning Documents Go Missing: Next Steps

You've taken a significant step by executing your estate planning documents to ensure your wishes are memorialized and your loved ones...

United States Family

MP

Manatt, Phelps & Phillips LLP

Raising Future Leaders: 5 Ways Families Can Prepare The Next Generation

United States Family

KR

Kaufman Rossin

IPI Mid-Year Forum

Transactional Tax Department Chair and Family Offices Co-Chair Saul Rudo, and Private Wealth Partner Abby Feinman...

United States Family

KM

Katten Muchin Rosenman LLP

John Collins, Zachary Arons Author Lexis+ Practical Guidance Article On Pre-2026 Estate Planning Considerations

Private Wealth Partner John Collins and Associate Zachary Arons authored an article for Lexis+ Practical Guidance about the major impacts...

United States Wealth Mgt

KM

Katten Muchin Rosenman LLP

Better Board Composition Is A Key To Family Business Succession

Often, the death of the owner-operator of a family business can disrupt business operations (or can even lead to business failure), particularly if there is confusion or discord among the next generation owners.

United States Family

RB

Reinhart Boerner Van Deuren s.c.

Cross-Border Estate Planning: A Guide For Multi-Citizens

Estate planning across borders is a complex game that can cost millions in unnecessary taxes and legal headaches if not done correctly.

United States Family

HG

Harvey Law Group

Passing Your Assets To The Next Generation

United States Family

MM

McLane Middleton, Professional Association

Protecting Your Family: Estate Planning Considerations For Same-Sex Couples

United States Family

RM

Rich May

Mastering The Art Of Estate Administration In The USA: Navigating Large Collections

United States Family

WL

Withers LLP

What Happens To A Deceased Partner's Shares? The Crucial Succession Planning Clause You're Missing

United States Family

AL

Ayala Law

Law Over Borders Comparative Legal Guide 2025

United States Tax

KM

Katten Muchin Rosenman LLP

"Prenup" Isn't A Bad Word – Debunking Common Myths About Premarital Agreements

United States Family

CR

Carruthers & Roth

Could A Home Equity Investment Pay Off?

United States Insolvency

OL

The Orlando Law Group

Portland Wealth Advisers On Estate Planning Through All Your Decades

United States Family

SS

Sussman Shank

What Happens When You Die…With A Valid Will?

United States Family

CT

Cowles & Thompson, PC

Kaplan Interviewed On The Price Of Business Podcast

United States Family

TS

Taft Stettinius & Hollister

Aging In Place: Michigan Cities Creating Age-Friendly Communities

United States Family

FS

Foster Swift Collins & Smith

The Risks And Rewards Of Home Equity Investments

United States Family

OL

The Orlando Law Group

Family Wealth Protection Strategies

United States Wealth Mgt

Seder & Chandler

Failing To Plan Is Planning To Fail

United States Family

GC

Golan Christie Taglia

Fashion Designer Rebecca Minkoff Reveals She Has 'Floozy Clause' In Will

United States Family

GG

Greenberg Glusker Fields Claman & Machtinger

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Latest Videos

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Ten Minute Interview: Debt Financing (Video)

FL

Foley & Lardner

The Probate Realtor Show: Probate 101 Ft. Irene Blocksom (Video)

Lagerlof

Do You Know The Tax Changes To Come In 2025? Here's How To Prepare Right Now. (Video)

McDonald Hopkins

Important Considerations Between Estate Planning & Asset Protection (Video)

BF

Buckley Fine Law

The New Age Of Trust And Estate Planning With Tim Jordan (Video)

Fa

Fairfield and Woods

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