The One Big Beautiful Bill Act Provides Certainty for Estate Planning
The One Big Beautiful Bill Act permanently makes advantageous changes to the federal gift and estate tax exemption amount. Here’s the story.
August 1, 2025
The One Big Beautiful Bill Act permanently makes advantageous changes to the federal gift and estate tax exemption amount. Here’s the story.
An estate planning “road map” can act as a catchall for your final thoughts. Write them down in a letter of instruction.
When moving to a new state, it’s a good idea to review your estate plan to ensure it complies with your new home state’s laws and accurately reflects your current circumstances.
Few estate planning subjects are as misunderstood as probate. But circumventing the probate process is usually a good idea. Here’s why.
For many people, creating an estate plan falls into the category of important but not urgent. As a result, it can get postponed indefinitely. If
Asset protection is a strategic approach to safeguarding your wealth from potential lawsuits and creditor claims. Indeed, protecting your assets is critical in today’s litigious
The Tax Cuts and Jobs Act (TCJA) effectively doubled the unified federal gift and estate tax exemption — and annual inflation adjustments have boosted it
When it comes to estate planning, married couples often assume that simply naming each other in their wills or designating each other as beneficiaries is
It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid
“Decanting” an irrevocable trust allows a trustee to use his or her distribution powers to transfer assets from one trust into another with different —
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