Year-end is the ideal time to review your estate plan and ensure it still reflects your goals, family changes, and the latest tax laws. This checklist highlights the key documents, appointments, and planning strategies to revisit before the new year so you can protect your loved ones and secure your legacy.
Married couples can double their estate tax exemption—but only if the portability election is filed correctly and on time. Learn the rules, pitfalls, and how to preserve your wealth.
A new law passed in July 2025 brings major updates to estate and gift tax exemptions starting in 2026, increasing the exemption to $15 million per individual. This change could impact your current estate plan—especially if it was created under prior tax rules.
Estate planning isn’t just for people—pets need protection too. A pet trust is a legally enforceable way to ensure your pet is cared for according to your wishes if you become incapacitated or pass away. Learn how to set one up, appoint caregivers, and fund your pet’s future with confidence.
As you and your family plan for the future, it’s crucial to consider how your estate plan will affect not just you, but your children
Powers of Attorney and Advanced Medical Directives: Key Documents for Estate Planning While many people associate estate planning primarily with the distribution of assets after
Tax Implications for Life Insurance in Business Succession Planning The recent Supreme Court decision in Connelly v. United States, has introduced significant legal and tax
The fall is a very exciting time with children preparing to go off to college. As part of back-to-school preparations, it is important for young
Using Revocable Trusts and Limited Liability Companies in Estate Planning If you are someone who owns real estate, particularly if your properties are used for
Our law firm frequently encounters clients who have either previously set up a revocable trust or are interested in establishing a revocable trust. A revocable
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