Happy New Year!
Each year, my first blog post focuses on updates to estate tax laws that take effect in the new year. Before diving into the details and numbers, I want to ...
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Whom Should I Tell About My Estate Plan?
Creating an estate plan is typically a private matter, not something you share in detail with everyone in your life. After all, what you choose to do with your money ...
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Committed, Protected, Prepared: Estate Planning Tips for Unmarried Partners
More couples than ever are building deep, lasting relationships without ever walking down the aisle. Whether by choice, circumstance, or principle, many Americans are opting out of marriage—but not out ...
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Estate Planning Facts for the Holiday Season
Estate Planning Facts for the Holiday Season Every year around the holidays, stores and malls across America are transformed into winter wonderlands, complete with elves, ornaments, artificial snow, and larger-than-life ...
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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, ...
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Want to Disinherit Someone? This Is What You Need to Know
Disinheritance—the intentional exclusion of a family member, usually a child or spouse, from receiving part of your estate after your death—is more common than you might think. It is also ...
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Your Divorce Decree: The First Step in Estate Planning
You and your spouse have recently divorced, and the judge has signed the divorce decree. Now what? Although you may feel that you have spent enough time and money on ...
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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 ...
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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 ...
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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 ...
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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: ...
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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 ...
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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 ...
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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 ...
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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 ...
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