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Gifting to an Alma Mater through Your Estate

Whether you are a passionate college football fan, enthusiastic alumnus, or proud parent of a university graduate, you can support and invest in future generations by giving ...
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What’s New in Estate Planning for 2026

The big news for estate planning in 2026 is that the higher estate tax exemption limits introduced by the 2017 Tax Cuts and Jobs Act did not sunset at ...
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Take Time to Talk About Estate Planning During the Holidays

Time spent with loved ones over the holidays can spark estate planning discussions.
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Giving Back: Charitable Gifts to Make Before Year-End

As we enter the final months of 2025 and the holiday season, charitable giving may be on your mind. Generosity tends to spike at year-end because it’s a time when we’re generally ...
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Has Life Changed Since You Last Updated Your Estate Plan?

Fall is here, and the change of seasons ushers in a reminder that we all go through transitions from one season of life to another. ...
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Tax and Other Implications for Assets Jointly Owned by Spouses When One Spouse Dies

Imagine this common scenario: an older married couple lives in a house they’ve owned jointly for many years and that is completely paid off. One ...
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Estate Planning for High-Income Retirees

While pensions are no longer offered by employers as widely as they once were, they still can factor significantly in some Americans’ retirement income.  A ...
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Mid-Year Developments in Estate Planning for 2025

We’re halfway through 2025, and significant tax legislation is making its way through Congress. President Donald Trump’s signature bill that includes major tax cuts and ...
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