24
Jul
Does a Will Avoid Probate?
Most people believe having a will avoids probate. It doesn’t. In fact, a Will (almost
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
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
