Estate Planning

April 28, 2025

The Death Tax Repeal Act of 2025: What It Could Mean for You and Your Loved Ones

Have you ever worked your entire life to build something valuable, only to worry about a significant portion being taken away after your death, and before it gets to the people you love? That's the reality many American families face when thinking about the estate tax – sometimes called the "death tax." There's a legislative proposal gaining momentum that could change everything about how wealth transfers between generations. But what would these changes really mean for you and your loved ones? Let’s explore the potential impact on you and those you love…
April 21, 2025

10 Guardian Mistakes That Could Put Your Kids at Risk (And How to Do It Right)

Imagine this: something unexpected happens, and you’re suddenly unable to […]
April 13, 2025

The $700 Million Mistake: Why an Asset Inventory Is an Essential Part of Your Estate Plan

James Howells accidentally threw away a hard drive containing 8,000 Bitcoin (BTC) , now worth approximately $700 million, and his decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world…
April 6, 2025

Gene Hackman’s Estate: A Wake-Up Call

Gene Hackman's $80 million fortune is in legal limbo after his wife died just days before he did, highlighting the estate planning crisis that countless families face, including possibly yours...
March 31, 2025

Why Reviewing Your Trust Regularly Isn’t Optional – It’s Essential

Many people believe that once they've created a trust, they can simply file it away and forget about it. But just like your health needs regular check-ups, your whole estate plan (including your trust) requires periodic reviews to ensure your plan will work for your loved ones, and not fail when they need it...
March 15, 2025

Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love

Love in the 21st century takes many forms, and for […]