24
Jul
Does a Will Avoid Probate?
Most people believe having a will avoids probate. It doesn’t. In fact, a Will (almost
24
Apr
IRA Income Tax Savings Opportunities After Death
Individual Retirement Accounts (IRAs) require special attention in estate planning. Without proper planning, beneficiaries may
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
09
Jan
Paying Your Taxes Safely: Leveraging IRS Direct Pay to Mitigate Fraud Risks
Tax season can be stressful, but navigating the payment process shouldn’t add to your worries.
03
Jan
Did you Contribute to a Syndicated Conservation Easement?
The IRS issued final regulations in October 2024 regarding contributions to syndicated conservation easements. The
02
Jan
What The IRS Budget Increase Means To You
We want to keep you informed about significant changes at the IRS that may impact
13
Dec
Year End Estate Planning Tips
Before we all get wrapped up in December’s holiday hustle, take a moment to consider
