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
Portability Doesn’t Happen Automatically
Portability isn’t automatic; even nontaxable estates must file a tax return to elect it.
November 13, 2025
A Cross-Border Strategy is Needed for Estate Planning with Assets Overseas
Assets, heirs and homes in multiple countries require a plan that respects more than one legal system.
November 11, 2025
Combining Philanthropy with Estate Planning
Tax-efficient charitable giving allows you to support causes that matter to you, while reaping a financial benefit.
September 30, 2025
Protect Your Child’s Inheritance in a Second Marriage
The portion the surviving spouse can claim depends on the circumstances.
September 24, 2025
How the 2025 Tax Law Impacts Your Estate Plan
Since the law is so wide-ranging, it can disrupt even the most well-prepared plans.
September 10, 2025
Gifting Strategies for Grandchildren
Custodial accounts can be a smart way to give. However, understanding the rules ensures that your gift benefits your grandchild without unintended tax or control issues.
August 25, 2025
Common Trust Mistakes to Avoid
Trusts can be powerful estate planning tools. However, simple errors can lead to delays, disputes and unintended outcomes.
August 19, 2025
Creating a Scholarship Fund Reduces Taxable Estate
Establishing a scholarship fund allows you to leave a lasting legacy, while also reducing estate taxes and supporting students in need.
August 12, 2025
Common Reasons to Avoid Probate Court
Probate can tie up assets, create delays and drain estate value—many families benefit from planning around it.
August 7, 2025