
Planning for the Digital Afterlife: Including Online Accounts in Your Estate Plan
Our lives are increasingly lived online – from social media and email to online banking and cryptocurrency. However, many people ...

What to Do When Your Estate Plan Is Challenged in Court
Estate planning is an essential part of ensuring that your wishes are carried out after your passing. However, even the ...

Beneficial Ownership Information (BOI) Reporting Requirements Put on Hold: What This Means for Businesses
In a recent legal twist, the reporting requirements under the Corporate Transparency Act (CTA) have been temporarily put on hold, ...

Estate Tax vs. Inheritance Tax: What’s the Difference and Why It Matters
Estate planning can often be overwhelming due to the many terms and rules involved, and one of the most commonly ...

Can an Estate Plan Protect My Assets from a Wildfire?
Our hearts go out to all those affected by the recent wildfires in Southern California. The devastation has been unprecedented, ...

What Trump’s Win Means for Estate Tax Planning
With Donald Trump’s victory in the 2024 presidential election, estate tax planning is likely to see significant shifts, particularly regarding ...

The Role of Charitable Trusts in Estate Planning
Charitable trusts are powerful tools in estate planning that allow individuals to make meaningful donations to charitable causes while also ...

Addressing the Unique Needs of Blended Families in Estate Planning
Blended families, formed when one or both partners have children from previous relationships, often have unique estate planning needs that ...

Understanding the Basics of Estate Tax and How to Minimize It
Estate tax can be a significant financial burden for heirs and beneficiaries, yet many individuals are unaware of its implications ...

How to Protect Your Business in Your Estate Plan
When planning for the future, many business owners overlook the importance of including their business in their estate plan. A ...