Improve Charitable Giving with a Donor-Advised Fund
Donor-advised funds offer a flexible and tax-efficient way to support charitable causes, while maintaining control over how and when donations are distributed.
May 12, 2026
Strategies to Avoid Delayed Postmortem Tax Returns
Handling a loved one’s final tax return can be more complicated than expected, often leading to delays that can stall estate administration and distributions.
May 6, 2026
Understanding the Gift Tax can Help Families make Thoughtful Financial Gifts
The federal gift tax often sounds intimidating. However, most individuals never actually pay it thanks to generous exemptions and strategic planning rules.
April 21, 2026
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