Income taxes can negatively impact your estate plan
As the federal gift and estate tax exemption increases, the [...]
Create an estate planning road map using a letter of instruction
Including a letter of instruction in your estate plan is [...]
2 options for creating a charitable legacy: Lifetime gifts and charitable bequests at death
Incorporating charitable giving into your estate plan can be a [...]
The One, Big, Beautiful Bill Act provides certainty for estate planning
Ever since the Tax Cuts and Jobs Act (TCJA) was [...]
4 reasons why avoiding probate is a smart estate planning move
When planning your estate, one of the smartest strategies you [...]
Stop procrastinating and get to work on your estate plan
For many people, creating an estate plan falls into the [...]
How The One, Big, Beautiful Bill proposes to change the gift and estate tax exemption
The Tax Cuts and Jobs Act (TCJA) effectively doubled the [...]
Have you made arrangements for your pets in your estate plan?
For many people, pets are more than just animals — [...]
After a person dies, his or her debts live on
One question the family of a deceased person often asks [...]
Have you and your spouse coordinated your estate plans?
When it comes to estate planning, married couples often assume [...]
