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Nov

Ask Your Loved Ones What They Want

The holiday season is right around the corner, and you have likely been shopping for the perfect gifts for your loved ones. You may have been wandering through crowded stores, scrolling through online marketplaces, or replaying conversations you have had with your loved ones over...

Nov

Make Sure That Your Estate Plan Is More Than Kindling

It is a frigid November night. You put on a sweatshirt and sweatpants to warm up—to no avail—and decide to light the season's first fire. You open the woodstove door to find last year’s ashes still inside, the chimney unswept. Not ideal, but manageable. Yo...

Category: Estate Planning

Nov

Create or Protect Your Family Traditions with an Estate Plan

Thanksgiving is built on a shared story and tradition, but every family has a different way of celebrating the country's second-favorite holiday. Unlike Christmas and the gift-giving anxiety that can accompany it, Thanksgiving is more about keeping things simple. Sure, host...

Category: Estate Planning

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 million as much as you want The correct answer is ...

Category: Estate Planning

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...

Categories: Estate Planning Trusts Trust Administration

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 ...

Categories: Estate Planning Trusts Trust Administration

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 ...

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...

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...

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...

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...

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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