Estate Planning

Prior to One Big Beautiful Bill Act (OBBBA), which was signed into law on July 4, 2025, many families faced estate planning uncertainty. The Tax Cuts and Jobs Act (TCJA)…

When it comes to protecting your wealth and sharing it with the people and causes you care about, thoughtful planning is everything. With the One Big Beautiful Bill Act (OBBBA)—passed…

Blended families are very common: About a fifth of married couples head such households.1 While blended families can offer joy and connection, they also introduce unique estate planning challenges. Ensuring…

An irrevocable trust can be a powerful estate planning tool, allowing households to reduce estate tax liabilities, shelter assets from lawsuits and control how and when family wealth is distributed…

For wealthy families, asset growth can be expensive: Every dollar of appreciation above the estate-tax exemption limit ($13,610,000 per individual for 20241) is subject to a hefty federal estate tax…

Irrevocable trusts are great tools for estate planning. They can help grantors reduce the size of their taxable estate, protect assets from creditors and lawsuits and control when and how…

Estate planning is crucial for individuals: It can help ensure their assets are distributed according to their wishes, that tax burdens for heirs are minimized, that dependents are cared for…

Divorce is often emotionally and mentally draining, as parting couples experience anger and disappointment while navigating complex legal processes and difficult personal decisions. All that makes it easy to overlook…

Transferring assets between spouses at the time of one spouse’s death should be a simple matter. Unfortunately, potential estate tax implications, creditor claims and probate proceedings can make the process…