- Legacy Planning, Reimagined™
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July
July 19, 2026
You've raised it before. Your spouse keeps saying "not now." But every week that passes without a plan is a week your family's future depends on chance instead of intention. Here's what to do when you're not on the same page, and what you can start doing today…
July 12, 2026
Most families believe they will inherit their loved one’s debt. Most debt collectors count on that fear. Your debt does not automatically transfer to your heirs, but it shapes how much they receive and what the estate must pay before they get anything. Here is exactly what happens and what your family needs to know before the collectors call…
July 5, 2026
The One Big Beautiful Bill raised the estate tax exemption to $15 million per person. That provision made headlines everywhere. A second one didn't: a deduction limitation buried in a Congressional footnote that tax lawyers say may create double taxation inside family trusts, including special needs trusts with as little as $400,000 in assets. Here is what families with trusts need to know right now…