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 ...
Read More 
Estate Planning Update: What the One Big Beautiful Bill Means for You and Your Family
Signed into law on July 4, 2025, the One Big Beautiful Bill Act (OBBBA) has made a sweeping change to the federal estate and gift tax landscape—one that significantly impacts ...
Read More 
Minimalism May Be Great for Your Stuff and Finances but Not for Your Estate Plan
In a modern world marked by information overload, overflowing inboxes, nonstop notifications, and the constant pressure to accumulate more stuff, minimalism offers a compelling counternarrative. Born from the mid-twentieth century ...
Read More 
Is an Income-Tax Time Bomb Lurking in Your Estate Plan?
As the federal estate tax exemption has ballooned from $5 million in 2011 to $13.99 million today, the need for estate tax planning has drastically decreased. However, with a top ...
Read More 
Undoing an Irrevocable Life Insurance Trust: Options and Alternatives in a Changing Estate Tax Landscape
The irrevocable life insurance trust (ILIT) has long been a staple of estate planning. This tool is designed to hold life insurance policies and remove the death benefit proceeds from ...
Read More 
Remember Your First Line of Defense: Insurance
The modern insurance market dates to seventeenth-century London, where merchants reeling from the Great Fire of London started pooling funds to cover fire losses. Today, this same basic concept—pooling risk ...
Read More 
Could a Domestic Asset Protection Trust Be the Right Trust for You?
There are more ways to create wealth today than ever before. Whether you are working a traditional nine-to-five job and investing in the stock market, a full-time investor taking advantage ...
Read More 
Are You Saving Enough for Retirement?
Retirement is supposed to be a carefree period of enjoyment and fulfillment. However, retirement has become a daunting prospect for many Americans, full of anxiety and financial uncertainty. Longer lives ...
Read More 
The Pros and Cons of Joint Ownership
If you are recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can ...
Read More 
Your Post-Honeymoon Legal Checklist
Your wedding day was absolutely perfect. You and your spouse went on your honeymoon and had the time of your lives. Now you are back and can breathe a sigh ...
Read More 
Beneficiary and Transfer-on-Death Designations: Are You Doing It Right?
Do you know which of your accounts have beneficiary designations, sometimes called transfer-on-death (TOD) or payable-on-death (POD) designations? Have you updated them recently? Are you aware of what can go ...
Read More 
Do You Know What You Own?
Americans’ median household net worth (meaning half the households have more and half the households have less) is around $193,000, while the average net worth is just over $1 million, ...
Read More 
Who is Part of Your Professional Team?
If you are like most Americans, you have at least one to-do list. You might also use lists when you are shopping, brainstorming, setting goals, and planning for events. To-do ...
Read More 
Ensure That Your Loved Ones Call the Right Doctor
Now that we are in March, we are well past the point at which most of us have abandoned our New Year’s resolutions. As in previous years, improving physical health ...
Read More 
Beware of Trust Scams—and How to Spot Them
Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged manner. Some trusts are highly complex, with multiple ...
Read More