The Death Tax May Die—Now What?
The Death Tax Repeal Act of 2025 could significantly alter how wealth is transferred between generations, potentially eliminating the estate tax entirely. Learn what this proposed legislation might mean for you.
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Estate Planning
Don’t Make This $700 Million Mistake: Include an Asset Inventory in Your Estate Plan
A computer engineer from Wales accidentally threw away a hard drive containing 8,000 Bitcoin (BTC), now worth approximately $700 million. His decade-long struggle to recover his fortune offers vital lessons for proper estate planning in our increasingly digital world.
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.
Til Death Do Us Part? Why Unmarried Couples Must Have An Estate Plan That Works For the People They Love
Without marriage's legal protections, unmarried couples face unique estate planning challenges that could leave partners vulnerable and children at risk. Learn how to protect your loved ones and assets with proper planning.
Planning a Trip? Protect Your Children with a Kids Protection PlanⓇ
As summer approaches, many parents are planning fun getaways with their children. However, few consider what would happen to their kids if an emergency occurred during their travels.
A Step-by-Step Guide To Funding Your Trust
Trust funding is essential in estate planning, as it ensures your assets are managed and distributed according to your wishes. The process involves transferring ownership of assets like real estate, bank accounts, and personal property into the trust, avoiding probate, controlling distribution, and protecting assets from creditors.
The Unexpected Challenges of Being an Estate Executor
Being named executor is often seen as an honor, but many don't realize the complex responsibilities and potential family dynamics involved. The role requires more than you may expect, from immediate financial obligations to long-term asset management.
What You Need to Know About Trusts & Homeowner’s Insurance
Putting your home in a trust is a smart estate-planning move, but it can create unexpected insurance complications if not handled correctly. Learn how to protect one of your most valuable assets by properly aligning your homeowner's insurance with your trust.
4 Estate Planning Myths That Put Your Loved Ones at Risk
Recent surveys reveal a troubling trend: only 32% of Americans have a will, down 6% from 2023. This decline points to four dangerous myths about estate planning that could put your loved ones at risk.