Estate Planning

Understanding Gun Trusts and Why You Might Need One

 If you’re a gun owner, having a plan for what happens to your gun is just as important as planning…

1 month ago

Using Qualified Personal Residence Trusts to Reduce Estate Taxes

A Qualified Personal Residence Trust (QPRT) can be a useful estate planning tool for strategically reducing gift and estate tax…

5 months ago

Estate Planning Tips: Avoiding Accidental Disinheritance

Most people are aware that disinheriting someone is the intentional act of preventing a person from receiving a share of…

6 months ago

Important Considerations for High Net Worth Estate Planning

 Most people are familiar with the basic needs of an estate plan: Will, Revocable Living Trust, Durable Power of Attorney…

1 year ago

Estate Planning: Gifting Strategies to Consider

 With the expected gift tax changes looming on the horizon, many clients are looking at ways to restructure estate plans…

1 year ago

Plan Now for 2026 Estate & Gift Tax Changes

  The estate and gift tax exemption amount (currently $12.92 million per individual and $25.84 million for married couples) reverts…

1 year ago

Estate Planning 101 – Wills and Trusts

 While most people don’t get excited about the idea of estate planning or setting up wills and trusts, it’s an…

1 year ago

4 Things to Review in Your Estate Plan Before 2023

It's incredible how much life changes from year to year. The changes may seem small as they happen, but they…

2 years ago

How to Use Gifting in Your Estate to Leave a Legacy

Through proper planning, a gift you choose to leave can be encouraging, inspiring, or even life-changing. There are several ways…

2 years ago