Always Update Estate Plan after Moving to a New State
When you cross state lines, your estate plan may no longer work the way you intended, even if nothing in your personal life has changed.
December 29, 2025
Estate Planning allows you to Protect Immature Heirs
Building wealth takes decades of hard work. However, proper safeguards can be necessary to prevent it from vanishing in the hands of an unprepared heir.
December 22, 2025
Keeping Foreign Assets Out of Probate
Owning property or investments in more than one country can strengthen your financial legacy. However, it may also create complex legal challenges during probate.
December 18, 2025
Build a Lasting Legacy with a Dynasty Trust
True legacy planning isn’t just about what you leave — it’s about how long your values, vision and wealth can endure.
December 16, 2025
How the OBBBA Impacts Charitable Giving and Estate Planning
Most notably, OBBBA extends most of the provisions from the Tax Cuts & Jobs Act of 2017 (TCJA), which were to expire on December 31, 2025.
December 10, 2025
Far More Risks than Benefits to a DIY Will
A handwritten or online will may seem simple. However, one small mistake can undo everything you’ve worked to leave behind.
December 8, 2025
Incorporating Trusts into Your Gifting Strategy
Thoughtful use of trusts can turn gifts into lasting legacies that support your loved ones for years to come.
December 2, 2025
Avoiding Probate Is Key to Protecting Your Legacy
A few smart title choices and beneficiary forms can move assets to loved ones quickly, privately and with less cost.
November 25, 2025
Retirees Should Adjust Planning With Four Big Changes in Mind
By staying on top of changes in tax law and other changing rules, you can secure a comfortable retirement.
November 20, 2025
Spousal Lifetime Access Trusts can Protect Your Partner
Make sure your loved ones will be secure after you’re gone by setting up a Spousal Lifetime Access Trust.
November 18, 2025