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Why Everyone Needs an Estate Plan — Not Just the Wealthy
Each October, National Estate Planning Awareness Week (this year, October 19–25, 2026) gives families and advisors a designated moment to…
Help Heirs Reduce Taxes on Inherited Assets
The federal gift and estate tax exemption remains at a historically high level ($15 million for 2026), meaning many families…
Maximize Retirement Contributions Before Year-End
With year-end planning underway, catch-up contributions for individuals age 50 and older who participate in employer-sponsored retirement plans can be…
Estate Planning in a New Era: Protecting Family Wealth Across Generations With Dynasty Trusts
For families focused on long-term wealth preservation, dynasty trusts can be a powerful planning tool. When properly structured, these trusts…