The end of the year can feel overwhelming, but it’s also a time to set yourself up for credits and deductions that can put real money back in
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Year-End Options for Giving to Charity
The desire to make a difference doesn’t end when we’re gone. For many people, incorporating charitable giving into their estate plan provides a way to support causes they
Common Estate Planning Questions Part 2 of 2
When it comes to planning for your family’s future, the options can feel overwhelming. Should you get a will? Create a trust? And what happens if you do
Court Ruling Halts Corporate Transparency Act: What You Need to Know
A federal judge in Texas issued a ruling this week that could affect millions of business owners across the country. Let’s break down what this means for you
Common Estate Planning Questions Part 1 of 2 – On How to Handle Your Assets
When it comes to estate planning, I get many questions about many topics. One of the most common questions I hear concerns account ownership and asset management. Understanding
Lessons from Tony Bennett’s Estate Battle
When legendary singer Tony Bennett passed away in July 2023, he left behind an estimated $100 million estate and, unfortunately, a family divide threatening to tarnish his legacy.
Beyond the Turkey: How Thanksgiving Can Inspire Your Family Legacy Planning
As Thanksgiving approaches, many families are busy planning menus, coordinating travel, and preparing for the big feast. While the turkey, stuffing, and pumpkin pie are important (and delicious)
The Hidden Truth About Settling a Loved One’s Estate
When someone names you as their executor, it might feel like an honor – a sign that they trust you to handle their final affairs. However, what many
Veterans: Your Legacy is Worth Protecting
As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound
Shelley Duvall and What We Can All Learn From Her Death
Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans,