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
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
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
Choosing a Guardian for Minor Children is Critical
Choosing a guardian is one of the most important estate planning decisions parents make. It ensures that children are cared for by someone trustworthy and aligned with family values if the unexpected happens.
October 14, 2025
Preparing an Estate Plan when Children Live in Another State
Whether it’s because of work, school or a marriage, it isn’t uncommon for a parent to have children and other loved ones scattered across the United States.
October 7, 2025