08

Oct

Plan Smart, Live More: Test Your Estate Planning IQ!

In 2025, what is the total amount of money and property you can gift during your lifetime and leave at your death to your loved ones (other than to your spouse) without owing federal estate tax? $5 million$15 million$13. 99 millionas much as you wantThe correct answer is...

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Category: Estate Planning


08

Oct

Your Family Is Not One-Size-Fits-All; Your Estate Plan Shouldn’t Be, Either

What comes to mind when you think of the typical American family? Today's families take many different forms: Some are blended through divorce and remarriage while others are built through long-term partnerships, adoption, or fostering. Families may include same-sex o...

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08

Oct

Have You or Your Loved Ones Used These Excuses to Avoid Estate Planning?

We all have those nagging to-do items that never seem to make it to the top of our list, even though we know how important they are. Maybe it is scheduling a checkup with the doctor, calling the HVAC company to inspect that noisy furnace, or starting the fitness routine you keep...

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04

Sep

National Centenarians Day: Planning for a Longer Life (and Legacy)

Who wants to live to be 100? That depends on who you ask. Whatever the answer, one thing is clear: The odds of reaching that milestone are rising, along with the length of retirement and the number of life changes that come with it. Life expectancy gains in the US since the turn...

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04

Sep

Happy National 401(k) Day!

Bookending the first week of September with Labor Day is a less recognized holiday that may not get much national attention but should if you are planning for your future: National 401(k) Day. Though we are in an era of overall declining economic confidence, many Americans are st...

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04

Sep

Stepfamily Day: Smart Estate Planning for Blended Families

Happy National Stepfamily Day to all who celebrate it! Amid shifting family structures, there is a good chance that you are part of a stepfamily—or know somebody who is—which makes September 16 a perfect day to celebrate. At its heart, National Stepfamily Day is a cel...

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13

Aug

From Game Shows to Estate Plans: Insights from Regis Philbin

Regis Philbin, the Guinness World Record holder for the most hours on US television, was a familiar face in millions of homes for decades. By the time he retired from his show Live with Regis and Kelly in 2011, he had spent more than 16,740 hours in front of the camera. Phi...

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13

Aug

The Legacy of Film Legend Val Kilmer

Actor Val Kilmer's passing in April 2025 highlights estate planning issues that can affect almost anyone. Although Kilmer was a celebrity, these issues—including managing real estate in more than one state, deciding what happens with digital assets, and using charitab...

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13

Aug

Planning Beyond the Ring: Estate Insights from George Foreman

Born into an impoverished Houston household in 1949, George Foreman lived a rags-to-riches tale of pure Americana: Olympic gold medalist, heavyweight boxing champion, ordained minister, global pitchman, and father to a dozen children. At the time of his death on March 21, 2...

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11

Aug

Why a Trust for Your Child Should Mature with Your Child

From the moment a child is born, a parent feels an instinctive drive to protect and nurture. We childproof our homes, choose the best schools with care, offer guidance through adolescence, support their career ambitions, and watch with pride as they build lives of their own. That...

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Categories: Estate Planning Trusts


11

Aug

How to Help Your Loved Ones (and Your Life Savings) Avoid Probate

Today, many people choose a revocable living trust as the foundation of their estate plan, often in place of a will, joint ownership, or beneficiary designations. When set up correctly, a trust can bypass the expensive, public, and often time-consuming court processes of conserva...

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Category: Estate Planning,


17

Jul

Maximizing Income Tax Benefits Through Trust Planning Post-OBBBA

Income tax planning has been significantly impacted by the passage of the “One Big Beautiful Bill Act (OBBBA). ” While many of its changes aim to simplify tax filings and increase standard deductions, they also present unique opportunities—especially for clients...

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