United States: 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.

Serving As Personal Representative Of An Estate? A Quick Guide To The Estate Administration Process

Serving as Personal Representative of a loved one's estate can seem like a daunting responsibility. The following are some of the most important tasks a Personal Representative...

United States Family

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Rich May

Can An Irrevocable Trust Be Changed? A Guide For North Carolina Families

Irrevocable trusts are often viewed as rigid, permanent components of an estate plan designed to preserve wealth, minimize taxes, and protect assets.

United States Family

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Ward and Smith, P.A.

Trust & Will (Podcast)

In this episode of the Digital Planning Podcast, Jen, Justin, and Ross sit down again with Cody Barbo, CEO of Trust & Will, to discuss how technology is transforming the way families approach estate planning.

United States Family

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Ballard Spahr LLP

Keeping Your Estate Plan Current: Why Regular Updates Matter

An estate plan is not meant to remain unchanged forever. Life evolves, and with it, personal circumstances, family dynamics, and financial situations shift in ways that can make an estate plan outdated...

United States Family

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IR Global

Securing Your Legacy: A Comprehensive Guide To Beneficiary Designations In California Estate Planning (2025 Update)

United States Family

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Opelon

The Key To Succession Planning In The United States: A Revocable Trust

United States Wealth Mgt

GGI Global Alliance

"Basically Married" (Or Not) – The Pitfalls Of Relying On "Common Law Marriage" For Estate Planning

United States Family

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Conn Kavanaugh Rosenthal Peisch & Ford

When Title Alone Isn't Enough

United States Family

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IR Global

Understanding Texas Community Property Pitfalls

United States Real Estate

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Diggs & Sadler

The Curious Case Of The Kid With Five Parents—Estate Planning For Assisted Reproductive Technology (Podcast)

United States Family

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Lowenstein Sandler

The Spousal Unity Rule: An Unconstitutional Grantor Trust Trigger

United States Family

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Milbank LLP

The State Doesn't Want Your Stuff— But It Won't Give It To Your Chosen Family

United States Family

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Beresford Booth

Committed Intimate Relationships: Love Isn't Enough

United States Family

BB

Beresford Booth

Ten Minute Interview: Unique Insurance Considerations For High Net Worth Individuals (Video)

United States Insurance

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Foley & Lardner

Tariffs, Contracts And The Negotiation Imperative: Why The Old Playbook Won't Work

United States International

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JAMS

U.S. Immigration Updates – October 2025

Worldwide Immigration

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Klasko

Federal Court Blocks Enforcement Of Texas Proxy Advisor Disclosure Law

United States Commercial

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Sheppard Mullin Richter & Hampton

Control, Creativity, Closure: The Mediation Advantage

United States Litigation

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JAMS

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

United States IP

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RPX Corporation

Navigating A Heggstad Petition In San Diego: Understanding Probate Code § 850 For Trust Asset Transfers

Gain insights into Heggstad petitions in San Diego. This key guide explains the probate code § 850 and offers trustees and beneficiaries a streamlined way to confirm that assets left out of a trust...

United States Family

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Opelon

Estate And Financial Planning Is Not Just For The Rich

After much uncertainty, Congress has enacted a permanent increase in the Federal Estate and Gift Tax lifetime exemption amounts for 2025 and beyond.

United States Family

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Clark Hill

Planning For Responsible Inheritance: "What Brewster's Millions" Can Teach Us About Estate Planning

The plot of the 1985 comedy "Brewster's Millions," starring Richard Pryor and John Candy, centers around Montgomery Brewster, a minor league baseball player who stands to inherit $300 million...

United States Family

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Offit Kurman

Webinar – Everyone Needs A Will (Video)

In this webinar, Attorney Rachel J. Wright discusses "Everyone Needs a Will"

United States Family

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Beresford Booth

Protecting An Estate Beneficiary With Addiction Issues Through California Estate Planning

United States Family

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Opelon

California Estate Planning Case Study: 21 Real Challenges Solved With Trusts

United States Family

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Opelon

How A Right Of First Refusal Shapes Startup Equity And Control

United States Commercial

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Crowley Law LLC

Trust Issues: Did The Clippers' Kawhi's Aspiration Deal Skirt The NBA Salary Cap?

United States Family

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Offit Kurman

Estate Planning Misconceptions And Mistakes To Avoid

United States Family

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Tully Rinckey

Letters Testamentary vs Letters Of Administration In California Probate

United States Family

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Opelon

More Than Money: Planning For Jewelry, China, And Sentimental Belongings

United States Family

OK

Offit Kurman

Safeguarding Your Children's Tomorrow: Estate Planning For Minor Kids In Pennsylvania

United States Family

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Offit Kurman

California's Independent Administration Of Estates Act (IAEA): A Clear Path Through Probate In 2026

United States Real Estate

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Opelon

4 Things To Consider When Writing A Will In Indiana

United States Family

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Clendening Johnson & Bohrer

More Than Money: Planning For Jewelry, China, And Sentimental Belongings

When most people think about estate planning, their minds often go straight to the big-ticket items: the family home, retirement accounts, life insurance, and investments.

United States Family

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Offit Kurman

Safeguarding Your Children's Tomorrow: Estate Planning For Minor Kids In Pennsylvania

When parents look to the future, they picture family dinners, school milestones, and graduation caps.

United States Family

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Offit Kurman

California's Independent Administration Of Estates Act (IAEA): A Clear Path Through Probate In 2026

The Independent Administration of Estates Act (IAEA) gives California executors and administrators a streamlined way to handle probate with fewer court approvals and reduced delays.

United States Real Estate

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Opelon

4 Things To Consider When Writing A Will In Indiana

Planning for the future is rarely simple. Many people delay writing a will because it feels uncomfortable or too complex. Yet a carefully prepared will is one of the most meaningful...

United States Family

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Clendening Johnson & Bohrer

Trust Structures To Protect Your Family Wealth And Empower The Next Generation

United States Family

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MGO CPA LLP

Where To Store Estate Planning Documents? (7 Best Practices And Tips)

Estate planning is a thoughtful process that ensures your wishes are honored in the event of your incapacity or passing.

United States Family

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Opelon

Attorneys For Living Trust vs. DIY Trust Kits: 5 Reasons To Proceed With Caution!

Attorneys for Living Trust beat DIY kits. Discover 5 California-tested reasons—deeds, funding, and child protections—that help San Diego/Carlsbad families avoid probate and costly mistakes.

United States Family

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Opelon

Estate Tax 2026: What You Need To Know

The U.S. Federal Estate Tax Unified Credit (the "Credit"), which allowed individuals to leave up to $13,990,000 to their non-spouse heirs federal estate tax free...

United States Tax

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Gross Shuman P.C.

Estate Planning Essentials For Seamless Wealth Transfer

The U.S. is on the precipice of the largest generational transfer of wealth in history. Baby Boomers account for 51.8% of the country's total wealth, and over the next two decades (through 2045)...

United States Family

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MGO CPA LLP

College Financial Planning With Jack Wang (Video)

United States Family

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Offit Kurman

The Impact Of One Big Beautiful Bill On Estate Planning (Podcast)

United States Family

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Offit Kurman

Probate Is Hard Enough – Don't Make It A Group Project

United States Family

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Beresford Booth

What Is A Disclaimer?

United States Family

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Beresford Booth

High Net Worth Individuals And Families In Arizona

United States Family

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IR Global

How A Donor-Advised Fund Can Benefit Your Estate Plan

United States Family

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Beresford Booth

White Paper – Validity Of Electronic Signatures In The United States Of America

United States Commercial

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Melento

Three Big Changes To Washington Estate Tax Laws As Of July 1, 2025

United States Family

BB

Beresford Booth

Trust Protectors – Should You Have One?

United States Commercial

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Offit Kurman

The Importance Of Updating Your Will After Divorce

United States Family

BB

Beresford Booth

Choosing The Right Fiduciary In An Estate Plan: A Decision To Shape A Legacy

United States Commercial

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Ballard Spahr LLP

How Long Does Probate Take In New York State?

United States Family

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Tully Rinckey

Increased Federal Estate And Gift Tax Exemption Made Permanent – Planning Considerations For High Net-Worth Individuals

United States Tax

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Stites & Harbison PLLC

Planning And Parting Wisdom To Consider For Your College-Bound Children

United States Family

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Offit Kurman

Barneys Heir's Lawsuit Could Uncover Millions In Taxes

United States Family

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Reavis Page Jump LLP

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Latest Videos

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Webinar – Everyone Needs A Will (Video)

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Beresford Booth

College Financial Planning With Jack Wang (Video)

OK

Offit Kurman

Gift Planning Strategies (Video)

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Kaufman Rossin

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

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