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 ...
Read More 
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: ...
Read More 
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 ...
Read More 
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 ...
Read More 
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 ...
Read More 
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 ...
Read More 
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