Estate Planning Blog

Succession planning is elemental for small business owners, much like estate planning is for anyone with assets. Owners should have a plan ahead of retirement if they become incapacitated or pass away unexpectedly.

We look at the latest research findings offering valuable insights into the inheritance trends impacting today’s and tomorrow’s estate planning strategies.

The clock is ticking on the expiration, or sunset, of the 2017 Tax Cuts and Jobs Act, which nearly doubled the lifetime estate and gift tax exemption from its previous levels.

Learn about three types of trusts specifically for wealthy individuals to prepare for the 2026 estate tax exemption: Domestic Asset Protection Trust (DAPT), Special Power of Appointment Trust (SPAT), and Spousal Lifetime Access Trust (SLAT).

Similar in function to an individual or family trust that owns assets and property, a business trust holds business ownership rights and assets.

Understanding trusts and their tax nuances can empower you to make informed decisions regarding the type of trust you choose for your estate planning purposes.

Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family.

Your business, likely your most valuable asset, deserves careful consideration within your estate plan to ensure a smooth transition of ownership and management in the event of incapacity or death.

Take time to consider the tax impact of your financial decisions and speak to a professional to make sure you don’t pay more than anticipated during your non-working years.

An estate plan with wealth preservation, long-term care and medical directives strategies provides clarity and guidance to loved ones on aging parents' wishes, while retaining control for aging parents over financial and health-related matters.