Recent News & Blog / Estate Planning
5 Steps for Addressing Your Elderly Parents in Your Estate Plan
When creating or updating your estate plan, it’s important to address your elderly parents with both clarity and sensitivity.
How Making Health Care Decisions While You’re Still Healthy Benefits You and Your Family
Integrating health care decisions into your estate plan is important because it ensures they are thoughtful, informed, and reflective of your values.
What You Need to Know About Jointly Owning Assets With Adult Children
Owning assets with your adult child as “joint tenants with right of survivorship” may seem like a simple way to streamline your estate plan; however, doing so can carry important legal, tax and practical implications that deserve careful consideration.
How to Safely Address a Gun Collection in Your Estate Plan
For many, the primary reason for creating an estate plan is to ensure their assets are passed on to family members according to their wishes, but when it comes to estate planning, not all assets are created equal.
Planning to Make Year-End Gifts? Take Advantage of Your Gift Tax Annual Exclusion
As the year draws to a close, it’s a great time to revisit your gifting strategy—especially if you want to transfer wealth efficiently while minimizing future estate tax exposure.
How Pairing a Living Trust with a Pour-Over Will Can Help Cover All Your Assets
A living trust is one of the most versatile estate planning tools available. It offers a streamlined way to manage and transfer assets while maintaining privacy and control.
Trusts: What You Need to Know About Paperless Federal Tax Payments & Refunds
In March 2025, the President signed Executive Order (EO) 14247 directing the U.S. Treasury and IRS to modernize federal payment systems.
Plan Now to Ease Your Family’s Burdens Immediately After Your Passing
Planning for the end of life is never easy, but including your funeral and memorial wishes in your estate plan can relieve a major burden from your loved ones.
Is a QTIP Trust Right for Your Blended Family?
A qualified terminable interest property (QTIP) trust can be a valuable estate planning tool if you have a blended family.
Your Family Needs to Know How to Access Your Estate Planning Documents
Making sure your family will be able to locate your estate planning documents when they are needed is one of the most important elements of the estate planning process.