The modern estate-planning practice has significantly evolved over the years. We asked three of our esteemed board members, Jonathan G. Blattmachr, Marvin E. Blum and Avi Z. Kestenbaum, to share their ...

A staggering 68% of Americans lack a valid will, leaving their loved ones vulnerable to unnecessary conflict, expenses, and legal complications. In fact, InvestmentNews cites LegalShield’s Survey that ...

If you have a will or trust, congratulations. But you’re not done with estate planning.

Kyle Frizzelle is a partner at NC Planning and leads the firm’s estate planning group, known for combining strategic insight with a clear, client-focused approach to complex legacy and business ...