• Window of Opportunity: Leveraging the Estate and Gift Tax Exemption

    The estate and gift tax exemption limit is currently at a historical high. In anticipation of a significant decrease in the established limit in 2026, we’re taking a look at a few strategies for consideration, in order to leverage this unique situation through tax-efficient wealth transfer.

  • Should you Consider a Spousal Lifetime Access Trust?

    While the estate and gift tax exemption is currently at an all-time high, some married couples may consider the use of a Spousal Lifetime Access Trust (SLAT) in order to leverage the current gift tax landscape through tax-efficient estate planning strategies. Let’s take a look at the current state, and understand both the advantages and disadvantages of a SLAT.

  • Estate Planning for Procrastinators

    Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.

  • Bits and Bytes in Your Estate Plan

    Technology has brought upon us a variety of conveniences and efficiencies— but have you thought about how it could affect your legacy and beneficiaries? This article explores the importance of a comprehensive estate plan, including your digital assets.

  • Don’t procrastinate - establish your will

    Establishing a will is certainly not a favorite undertaking for anyone, but it’s important. In fact, it’s one of the most important things to take care of that people commonly forget about, avoid, or procrastinate.

  • Estate planning for the family of a child with special needs

    Parents of children with special needs are faced with unique considerations and choices when developing their estate plan.

  • Which type of special needs trust is right for you?

    There are two types of Special Needs Trusts (SNTs): first-party and third-party SNTs. Which type makes the most sense for you to use depends upon whose property is funding the SNT.

  • Why Proper Account Titling is Vital for Your Estate Plan

    The way your assets are distributed into accounts, and, specifically, the way those accounts are titled, can directly affect your estate plan. This article explores the importance of proper account titling and its impact on your estate plan.

  • A family conversation on estate planning

    Estate planning can be difficult. For many of us, the first hurdle in developing a sound estate plan is coming to grips with our own mortality. Estate planning forces you to accept the inevitability of your own demise, as well as the possibility of your eventual incapacity or disability.

  • Why use life insurance in estate planning

    Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

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