Estate Planning

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…

6 months 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…

7 months 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…

8 months 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…

8 months 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…

1 year 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…

1 year ago