Trying to figure out the best way to pass your home to your children? Making the right choice between a gift or trust can save your family money and headaches in the long run. 17 Jan

Gift or Trust? The ‘Correct Way’ to Pass Your Home to Your Children

Signs and Symptoms of Caregiver Stress and Burnout 16 Jan

Signs and Symptoms of Caregiver Stress and Burnout

The legal dispute between Danny Bennett, the eldest son of Tony Bennett, and his sisters, Antonia and Johanna Bennett, has intensified in court. 16 Jan

Tony Bennett’s Kids in Legal Battle: Estate & Trust Dispute

When serving in the executor role, you may find that the deceased created trusts during his/her lifetime or even through their will. Curious about your role as an executor vs. the role of the trustee? Understand the similarities and differences... 14 Jan

Executor vs Trustee: What’s the Difference? Who has More Power?

Demystifying Estate Planning Terminology: A Glossary of Essential Terms You Need to Know 10 Jan

Demystifying Estate Planning: A Glossary of Essential Terms

This article explores how the new tax laws in 2025 could affect your estate plan, the potential impact on estate tax exemptions, gifting strategies, trust structures, and capital gains taxes, and what actions you should take to protect your estate. 09 Jan

How New Tax Laws Could Affect Your Estate Plan: 2025

The history of estate planning includes some remarkably strange and fascinating bequests that challenge our understanding of inheritance law and human nature. 08 Jan

Unusual Bequests Continue to Evolve, Fascinate, and Challenge

What is the gift tax limit for 2025 and how does it affect IRS gift and estate tax exemptions? This article will explore the impact of the new limits, explain how gift and estate tax exemptions work, and guide you through maximizing your gifting and estate planning potential. 08 Jan

Reassess Your Strategy: Gift & Estate Tax Exemptions in 2025

06 Jan

Create a More Effective Estate Plan: Tips & Best Practices

Estate Planning for Adults with Special Needs 06 Jan

Creating a Trust: Estate Planning for Adults with Special Needs

Unique assets often fall outside the typical scope of financial portfolios or real property, requiring specialized knowledge, valuation, and management. 06 Jan

High Net Worth Estates: The Challenges of Unique Assets

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets 04 Jan

Cryptocurrency Holdings: Ensuring Smooth Distribution of Digital Assets