Fitting Commercial Real Estate into Your Estate Plan
Proper planning ensures that commercial real estate properties transfer smoothly, preserve their value and continue generating income for the next generation.
April 14, 2026
The rules governing Inherited IRAs have Changed in Recent Years
The rules governing inherited retirement accounts have changed in recent years.
March 10, 2026
AI Is Increasing Access to Estate Planning. However, Be Wary of Its Limitations
Technology can make estate planning more accessible. However, it cannot replace thoughtful legal judgment.
February 19, 2026
How to Gift Real Estate without Creating Problems for Heirs
In the spirit of giving, there are rules to keep in mind, especially if you’re considering gifting your loved ones real estate in the new year.
January 14, 2026
The Estate of The Union Season 4|Episode 9 is out now!
The Estate of The Union Season 4|Episode 9 is out now! Special Needs Planning is often one of the most misunderstood and complicated topics in
January 12, 2026
Reduce Estate Tax with Private Annuity Sale
Using a private annuity sale may help you transfer wealth, while reducing estate-tax exposure. However, it requires accurate modeling and careful structure.
January 5, 2026
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