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
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
10
Apr
How Urgent is 2025 Exemption Gifting?
As a result of the 2017 Tax Cuts and Job Act, an individual’s exemption from
13
Dec
Year End Estate Planning Tips
Before we all get wrapped up in December’s holiday hustle, take a moment to consider
09
Dec
Frozen Futures: Estate Planning Considerations for IVF and Fertility Treatments
In today’s rapidly evolving world, advancements in technology have transformed how families are created. In
09
Dec
Happy Scammer Season!
‘Tis the season to remind everyone to be wary of scammers trying to ruin your
01
Oct
How Could The Proposed American Housing and Economic Mobility Act of 2024 Affect Estate Planning
Are You Prepared for the Potential End of the Escalated $13.6 Million Estate and Gift
