September 2, 2025
A family stands on a mountain at sunrise.

The $1.5 Million Estate Planning Mistake You Can’t Afford to Make

You think you've done everything right with your estate planning. Then tragedy strikes, and a simple paperwork error costs your children $1.5 million in taxes…
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…
January 6, 2025

Five Essential Steps to Protect Your Loved Ones in 2025

You know that uneasy feeling when you think about what […]
December 22, 2024

Actions to Take Before 2024 Ends to Qualify for Specific Tax Credits

The end of the year can feel overwhelming, but it’s […]