Latest
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10 Things to Know About Estate Planning
Estate planning is all about taking charge of your legacy.
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The Basics of Estate Planning
If you have a will or trust, congratulations. But you’re not done with estate planning.
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New SALT Cap Deduction: Unlock Massive Tax Savings With Non-Grantor Trusts
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning.
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Five Big Beautiful Bill Changes and How Wealthy Retirees Can Benefit
Here's how wealthy retirees can plan for the changes in the new tax legislation, including what it means for tax rates, the SALT cap, charitable giving, estate taxes and other deductions and credits.
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What is the Gift Tax Exclusion for 2025?
Gift Tax Knowing the annual gift tax exemption can save you time and money.
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Can AI Help With Your Finances?
ChatGPT and other artificial-intelligence tools will streamline certain tasks, but don't count on them to get everything right.
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The 7 Worst Assets to Leave Your Kids or Grandkids
inheritance Leaving these assets to your loved ones may be more trouble than it’s worth. Here's how to avoid adding to their grief after you're gone.
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The 'Die With Zero' Rule of Retirement
If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard.
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I own 2 homes, but have 3 kids. Can my estate plan make it fair?
We ask estate planning attorneys for guidance.
