24
Jul
Does a Will Avoid Probate?
Most people believe having a will avoids probate. It doesn’t. In fact, a Will (almost
24
Jul
Is it a Side Hustle or a Business?
The rise of the gig economy has made it easier than ever to earn income
15
Jul
Who’s the Quarterback of Your Clients’ Financial Planning?
by MICHAEL HOFFMAN and JIM UNDERWOOD Many clients assume a signed will means their estate
24
Apr
IRA Income Tax Savings Opportunities After Death
Individual Retirement Accounts (IRAs) require special attention in estate planning. Without proper planning, beneficiaries may
14
Apr
If You Own a Business and Die Tomorrow, What Happens?
It is one of the most important questions you can ask. And the reality is
03
Dec
Estate Planning after the One Big Beautiful Bill Act (OBBBA)
Over the last decades, the focus of estate planning has been to minimize the federal
02
Dec
Are You Maximizing Your Tax Savings?
Year-end tax planning is upon us! As we approach the new year, many clients are
05
Nov
What Divorce Really Does to Your Estate Plan (Hint: Not Enough)
Divorce is one of life’s biggest turning points — emotionally, legally, and financially. And while
28
Oct
Unmarried? Estate Planning is Even More Important for You
When people think about estate planning, they often picture married couples with children, joint bank
20
Oct
Are You A Digital Nomad?
Do you work when you want and where you want? The rise of remote work
