The IRS has issued critical new guidance requiring crypto investors to allocate their cost basis by January 1, 2025. Missing this deadline could be an expensive mistake that impacts your legacy planning. Read more...

A major court ruling has temporarily suspended the Corporate Transparency Act, affecting millions of American business owners who were preparing for the January 2025 reporting deadline. Here’s what you need to know. Read more…

Understanding how accounts are titled and who has access to them isn't just about convenience—it's about ensuring your assets transfer smoothly to your loved ones while protecting them from potential risks. But how should you go about this? Read more…

Families with unique circumstances require special attention in estate planning, particularly in times of legal uncertainty. Understanding how to protect LGBTQIA+ families and those with children who have special needs is crucial for their long-term security. Read more…

With a new presidential administration onboarding in just a few weeks, significant changes coming to estate tax exemptions, and interest rates in flux, you may be wondering how to protect your assets in the face of uncertainty. Read more…

When legendary singer Tony Bennett passed away in July 2023, he left behind a musical legacy spanning over seven decades and, unfortunately, a family dispute now playing out in court. Read more…

Being named as an executor might seem like an honor, but many people don't realize the enormous responsibility and potential headaches that come with the role. Learn what's really involved in administering someone's estate and how proper planning can save your loved ones from unnecessary stress and conflict. Read more...

As we approach Veterans Day, we pause to honor the brave men and women who have served our nation with unwavering dedication. Your military service demonstrated a profound commitment to protecting America's future – and now it's time to protect your family's future. Read more…

You’ve poured your heart and soul into building your small business. You’ve worked tirelessly, made sacrifices, and taken risks. Now, a recent law could impact how you operate. It’s called the Corporate Transparency Act (CTA) and here’s what you need to know. Read more…

Shelley Duvall, best known for her role as Wendy Torrance in The Shining, passed away recently at the age of 75. While her acting legacy continues to captivate fans, her passing reveals some important lessons about estate planning that everyone can learn from. Read more…

October 21-27 is National Estate Planning Awareness Week, which means it's time to shed light on this often misunderstood and frequently avoided topic. Read more…

In today's world, where natural disasters and unforeseen events can disrupt our lives at a moment's notice, preparedness is no longer a luxury but a necessity. Read more…

In an aging society, you might find yourself facing difficult end-of-life decisions for your loved ones sooner than you expect. And when you do, you’ll realize that the journey is rarely straightforward. Read more…

If you've ever considered planning for your future or helped someone plan for theirs, you've probably heard the term "power of attorney." But do you really know what it is and how it works? Read more…

The passing of a loved one is heartbreaking, but the aftermath can become even more painful if disagreements over their personal belongings tear your family apart. These disputes, especially when centered around meaningful objects, can leave lasting wounds that may never fully heal. Read more…

When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect? Read more…

Most people think “estate planning” is the same as drafting a will or trust. This is a common misconception. Estate planning isn’t about certain documents but more like a good lasagna recipe. Read more…

The allure of Do-It-Yourself estate planning through AI is strong, especially when you think your situation is simple and straightforward. But here’s the truth: estate planning is not just about creating a set of documents, and it’s almost always more complicated than you think. Read more…

Labor Day also provides an opportunity to think about your personal labor, or the work you’ve put into building your life. Your home, your family, your career – these all came about from hard work! Let’s reflect on everything you’ve worked hard for throughout your life. Read more…

Many financial advisors, accountants, and even other lawyers will tell you that you don’t need an estate plan and that naming beneficiaries on your accounts is enough. But they’re not telling you about the risks you may unknowingly take with your family's financial future. Read more…