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Schedule Your Free Consulation13
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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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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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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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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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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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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Jul
Estate and Gift Tax Changes Are Here: What They Mean for Your Planning
The world of estate planning is always shifting, but 2025 has brought important clarity. New legislation affecting estate and gift tax exemptions is reshaping planning strategies for wealthy individuals and families. Here's what you need to know—and how to take advant...
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09
Jul
Estate Planning Tips to Scoop Up for National Ice Cream Month — Do Not Leave Your Loved Ones with a Sticky Mess
There is nothing quite like ice cream on a warm summer day served just the way you like it. You are outside, maybe on a shaded bench or strolling down the boardwalk, sun on your face with a light breeze cutting the heat. The cone is crisp, the flavor is superb, and the topp...
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09
Jul
Estate Planning Tips to Scoop Up for National Ice Cream Month — Different Flavors of Transferring Your Money and Property Outside of Probate
It is summertime, and the living is easy. Maybe you spent the day out on the boat, at the beach, or at home relaxing in your most comfortable lounge chair. As the sun sets, you have a hankering for a sweet treat and decide to get some ice cream—a no-brainer in July, N...
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09
Jul
Estate Planning Tips to Scoop Up for National Ice Cream Month — Adding Toppings to Your Estate Plan
As much as Americans love ice cream, our tastes run pretty plain. Vanilla, chocolate, and strawberry consistently dominate “Top 5” flavor lists. 1When we add toppings, we usually reach for the familiar—sauces, nuts, and sprinkles. Some people go for bolder...
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